Our comprehensive consulting services are designed to bridge the retirement gap that often exists for your company’s highly compensated employees.
Graystone Consulting has extensive experience helping companies enhance deferred compensation programs that accomplish their intended goal: recruit, retain and reward their most valuable employees as cost-effectively as possible. We leverage decades of experience serving as trusted advocates and consultants to guide plan sponsors on strategy, targeting and maximizing effectiveness of their benefit programs. Our client-centric service model recognizes the uniqueness of each client. Rather than a “one-size-fits-all” approach, we provide personalized attention to assess your needs, evaluate enhancements and recommend what we believe are prudent and cost-effective solutions – all with a focus on independent advice, transparency and objectivity. Our thorough process is designed to be easily adaptable and fully integrated. We are involved each step of the way while assisting you in the review, evaluation and the preparation of the Plans policies and objectives for your Plan.
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Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.
CRC# 2139949 (6/2020)