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Retirement Plan Manager
 
  

 
Our Retirement Plan Manager (RPM) Account is a unique brokerage account designed to simplify the operation of qualified retirement programs for small- to mid-sized businesses. The RPM Account can act as the main control account for your retirement plan by recording all assets in one place, receiving and tracking all plan contributions and tracking plan earnings, loans and distributions on either a plan or participant level. In addition, the RPM Account may be used in conjunction with a company's own retirement plan document to purchase and sell securities on a cash basis.
 
 
 
Key features
 
Investment flexibility within a special brokerage account that may invest in publicly traded securities, Unit Trusts, Certificates of Deposit and Mutual Funds.
Comprehensive account statements that track purchases and sales arising from contributions, investment performance, distributions and loan activity.
Ability to establish distinct subaccounts to track individual participant investments.
Automatic daily sweep of uninvested cash balances into a money market fund.
Convenient year-to-date summary statements designed to facilitate the completion of IRS Form 5500.

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.
 
 
 
 
 
 
 
  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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