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Morgan Stanley Smith Barney
Corporate Client Group
 

401(k) plans have become the nation's retirement savings plan of choice and providers are continually seeking ways to make plan sponsor materials more comprehensive and sophisticated and employee communications and education more timely and user-friendly.

Plan Sponsor Communications

Statements, recordkeeping reports and comprehensive participant data are available to help you meet the need for timely and accurate fiduciary reporting.

Participant Communications

To build the best possible 401(k) plan, you must clearly communicate to employees the advantages of participation, the fundamentals of investing, and the plan's features and guidelines. In these days of compliance issues and fiduciary liability, your communications must also be consistent, documented and accurate.

Morgan Stanley Smith Barney knows you don't have time to create your own materials. That's why we've partnered with recordkeeping firms that can provide customized communications tailored to the unique structure of your plan and needs of your employees.


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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