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Morgan Stanley Smith Barney Benefit Access for Deferred Compensation Plans

The Personal Account Information section offers an additional tool to monitor deferred compensation plan account information.

Employees can monitor their plan account information in a user-friendly format. Features include:

Account Summary— view account balance, current deferral election, balance by deferral type and cumulative balance by fund/stock.
Balance Detail— view the specific balances for each deferral type and fund/stock for a specific plan year and deferral category.
Asset Allocation— view fund/stock and asset allocations for a specific plan year and deferral category.
Transaction Detail— view the transaction history with detailed fund/stock allocation information.
Account Modifications— download forms to change personal and beneficiary information, as well as deferral, investment, and distribution elections.
Personal Information— review a listing of all pertinent personal information.
Distribution Election— view detailed distribution schedule and account information.

Plan Specifics enable your employees to learn about their investment options and review the Plan Documentation available in their deferred compensation plan.

Plan Information & Documentation— learn about plan information, including how it is set up and administered.
Enrollment Information— review enrollment information and download enrollment forms.

The on-site financial calculators offer several tools to help analyze different scenarios based on assumptions provided by the user.

Educational Funding Analysis
Retirement Planning Analysis
Income Replacement Calculator

The General Information section lists contact information for your Morgan Stanley Smith Barney Financial Advisor and your Human Resources Representative who can provide assistance.

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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.
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