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Not sure which type of Retirement Plan is best for you?
If you are a business owner with 30 employees or less, learn more about our
complimentary Retirement Plan Evaluation.
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Recordkeeping and Administration Services
Morgan Stanley Smith Barney assists retirement plan sponsors in managing recordkeeping and administration through established alliances with some of the best national and regional recordkeeping firms. To learn more about our recordkeeping services, click here.
Comprehensive Employee Communications
When it comes to meeting your responsibilities as a plan sponsor, employee communications are very important. To learn more about our communications capabilities, click here.
Local Support
You need help in administering your plan, selecting and reviewing its investments, communicating with participants and complying with government reporting requirements. That's why local, experienced support is available through a trained Morgan Stanley Smith Barney Financial Advisor. That Financial Advisor, in turn, relies on a team of recordkeeping and administration professionals, employee communication specialists and investment consulting and advisory experts.
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