As an employer, you realize the importance of providing your employees with an attractive and effective retirement plan. With more than 18,000 Financial Advisors, we have the resources to offer plan sponsors access to valuable and knowledgeable assistance in meeting your retirement plan administration responsibilities and providing employee education— through a Morgan Stanley Smith Barney Financial Advisor.
Our bundled retirement programs are designed for 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.
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 relationship between you and Morgan Stanley Smith Barney. Morgan Stanley Smith Barney can prepare a financial plan at your request.
