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.
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