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Morgan Stanley Smith Barney
Corporate Client Group
 
 
One-on-One Enrollment goes far beyond standard group enrollment meetings. Retirement Specialists conduct one-on-one enrollment and counseling using a laptop computer presentation (displayed here for illustration). These sessions enable us to evaluate individuals*:
  • Retirement needs
  • Risk tolerance levels
  • Investment time horizons


Equipped with such insights, our Retirement Specialists can move effectively and counsel employees on the importance of plan participation and appropriate contribution and asset allocation levels. This ensures that employees truly understand the advantages of participating. If your employees have specific questions during the enrollment process, Morgan Stanley Smith Barney can address any concerns.

   

* Note: Data shown in the above illustrations are hypothetical.

 


For additional questions on our corporate services please click here to send us an e-mail.

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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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