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Morgan Stanley Smith Barney
Corporate Client Group		  

Accurate, timely recordkeeping is one of the most critical concerns of plan sponsors. We meet this concern by providing administrative and recordkeeping services through strategic alliances with national and regional vendors.

Strategic Alliances

Morgan Stanley Smith Barney believes that by establishing relationships with some of the best national and regional recordkeeping firms, which we evaluate and monitor for accuracy and quality of service levels, we can provide our clients with customized solutions their retirement plan needs. These firms are well-established companies who have a strategic focus on the retirement plan market and offer competitive, best-in-class products and services.
 
• Strategic alliances with established vendors
• Provides institutional clients specialized trust, custody, reporting and paying agent services
• Trust Services

Trust Services

Erisa requires that plan assets be held in trust and that some person or entity be named trustee.  Plan assets can be trustee accounts and $7 billion in assets.  It specializes in trust and investment management services for employee benefit plans and institutional investors.


For additional questions on our corporate services please click here to send us an e-mail.
www.smithbarney.com
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.		   Privacy, Business Continuity for U.S. Customers