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Morgan Stanley Smith Barney has helped businesses with their financial planning and investment needs for more than 100 years. We understand what you need from a financial services company. That's why our team of professionals has designed the 401(k) Blueprint® around the needs of business owners like you. The 401(k) Blueprint offers a bundled program.
Wide Range
A diverse selection of investment options managed by highly respected investment managers is one of the building blocks of a successful 401(k) plan. You and your employees can be confident that your retirement dollars are managed by some of the best investment professionals in the business.
Learn about our communication program and recordkeeping and administration services.
| 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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A full-service, cost effective Travelers Variable Group Annuity*
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More than 50 investment options from name brand fund families*
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Comprehensive employee educational materials including newsletters and seminars
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One-on-one enrollment services, Internet and Voice Response Systems
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Dedicated account manager for plan administration and recordkeeping
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