Morgan Stanley Smith Barney offers full-service recordkeeping capabilities through our strategic partners for nonqualified deferred compensation plans.
Implementation Services
- Provide specimen adoption, plan and trust documents (subject to review by counsel)
- Prepare announcement and enrollment materials
- Review and establish administrative and payroll procedures
- Provide an administration manual
- Conduct enrollment meetings
- Set up participant information on recordkeeping system
Ongoing Administration and Recordkeeping Services
- Track contributions by source, benefit account and fund
- Direct corporation as to contribution splits and amounts that
needs to be wired to trustee
- Prepare periodic statements for participants and corporate reporting purposes
- Prepare annual enrollment materials
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