Defined Contribution Plan Consulting

Our mission is to make managing your retirement plan easier, so you can focus on the business of running your business.

In recent years, managing a defined contribution plan, such as a 401(k) or 403(b) plan, has become more and more complex. Plan sponsors must manage a multitude of responsibilities – from complying with ongoing regulations and ensuring fiduciary processes are well documented, to investment oversight and benchmarking fees, to supervising the recordkeeper – all with the goal of helping their employees be more “retirement ready.” Graystone Consulting is a global leader in retirement plan consulting services. When serving as an ERISA fiduciary, we take a 360 degree view of your retirement plan. We incorporate all aspects of your plan design, investment menu oversight, vendor analysis and benchmarking, employee engagement and financial wellness programs, and fiduciary process management. Our combination of local investment consultants, focused on retirement, and access to some of the “best-in-class” solutions, empowers your organization to make more informed and confident decisions about your retirement plan now and in the future.

Ready to invest in what matters to you?

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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# 2139919 (06/18)