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When choosing a retirement plan provider, employers often look for an organization with a longstanding reputation for offering high-quality, accurate and timely services in an atmosphere of confidence and trust.
As one of the world's largest and most respected full service financial services firms, Morgan Stanley Smith Barney is known for helping clients build, manage and preserve financial assets through comprehensive and personalized investment planning.
It is a combination of our dedication, size, strength and stability that prompts many plan sponsors to look to us when choosing a retirement programs service provider. That's why thousands of employers rely on us to help them navigate through the complex and changing world of retirement plans.
Solutions for small- to mid-sized employers.
IRS-approved prototype retirement plan documents with a specialized investment account tailored to a company's specific needs.
A unique brokerage account designed to simplify the retirement plan operations of small- to mid-sized businesses.
Answers to questions you might have about business retirement plans.
Our retirement planning services are not financial planning (unless they are specifically called financial planning). They do not create an investment advisory or a fiduciary relationship (including under ERISA) between you and Morgan Stanley Smith Barney. Morgan Stanley Smith Barney will prepare a financial plan at your specific request through Morgan Stanley Financial OutlookSM.
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For more information
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Need to develop a retirement plan for your business? IRAs may be the solution you’re looking for.
Read more
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