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Morgan Stanley Smith Barney
Corporate Client Group		  
Morgan Stanley Smith Barney Benefit Access for Deferred Compensation Plans is a flexible and convenient service that allows an employee to access his/her deferred compensation plan account information, review allocations and assess "what-if" scenarios based on assumptions provided by the user.  
 
• Flexible and convenient online service
• Access to account information
• Analyze different scenarios

   
Account Related Information
  • Account Summary
  • Balance Detail
  • Investment Changes
  • Transactions History
  • Election Information
  • Statements
  • Investment Information Pricing
  • Distribution Election
  • User Information
Plan Related Information
  • Plan Information
  • Enrollment Information
Financial Planning Tools
  • Retirement Analyzer Report
  • Asset Allocation Analyzer Report
  • Education Funding Analyzer
  • Wealth Tax Analyzer Report
  • Stock Option Analyzer Report
  • Complete Financial Information Report

 

For additional questions on our corporate services please click here to send us an e-mail.
www.smithbarney.com
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.		   Privacy, Business Continuity for U.S. Customers