Our mission is to make managing your retirement plan easier, so you can focus on the business of running your business.
Managing a defined contribution plan, such as a 401(k) or 403(b) plan, has become increasingly complex in recent years. Plan sponsors must manage a multitude of responsibilities – from complying with ongoing regulations and documenting fiduciary processes to overseeing investments and benchmarking fees, to supervising the recordkeeper – all with the goal of helping their employees be more “retirement ready.”
When serving as an ERISA fiduciary, we take a 360-degree view of your retirement plan, incorporating all aspects of your plan design, investment menu oversight, vendor analysis and benchmarking, employee engagement and financial wellness programs, and fiduciary process management. Our dedicated investment consultants and vast range of solutions can empower your organization to make more informed and confident decisions about your retirement plan.
Check the background of our Firm and Investment Professionals on FINRA's Broker/Check.*
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#5692090 (05/2023)