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Bundled Retirement Plan Solutions
 
  

 
As an employer, you realize the importance of providing your employees with an attractive and effective retirement plan. As a bundled retirement plan provider, we realize the importance of providing plan sponsors like you with a partner in plan administration and employee education.
 
With more than 11,000 Financial Advisors in approximately 400 locations nationwide, we have the resources to offer plan sponsors and participants access to a valuable and knowledgeable partner in retirement plan administration and employee education -- the Morgan Stanley Financial Advisor.
 
Our bundled retirement programs are designed for the small- to mid-sized businesses. They provide flexibility in plan design and investments, while allowing you and your employees to take advantage of tax-deferred investments to build, manage and preserve financial assets.
 
 
 
Key features
 
Multidimensional participant education program.
Participant account access via the Internet.
Access to a wide array of investment options.
Trust services.
 
A well-run retirement program is a cooperative effort, and we have the dedication and experience to help ensure that your program is a success.


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. Morgan Stanley will prepare a financial plan at your specific request through Morgan Stanley Financial OutlookSM.

Morgan Stanley Financial Outlook is a service mark of Morgan Stanley and its affiliates.
 
 
 
 
 
 
 
  For more information
 
  Need to develop a retirement plan for your business? IRAs may be the solution you’re looking for.
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