Retirement Plan Consulting

Helping organizations effectively manage their retirement plans and maximize the benefits to their employees.

Morgan Stanley can help you effectively navigate the fiduciary landscape by delivering customized retirement plan solutions to help meet your unique objectives across Defined Contribution Plans, Defined Benefit Plans, Non-Qualified Deferred Compensation Plans and Cash Balance Plans. Our experience and guidance makes a difference as we provide tailored solutions to empower organizations to make informed decisions about their retirement plan. We help you ensure the retirement readiness of employees, management of your investments and fiduciary risk, and plan sponsor and employee satisfaction.

Our comprehensive approach includes a customized end-to-end process which provides benefits to both the plan sponsor and employees including: plan management & risk mitigation, investment management, expensive and services provider oversight, and employee engagement through oversight and delivery of an employee education plan. We help your organization create your plan's investment policy statement, choose and monitor investments, conduct service provider searches, provide benchmarking reports and share best practices.  Additionally, through a robust set of investment options we work to help you improve retirement outcomes for your employees while helping you adhere to rigorous ERISA standards.