Small Business Resource Directory

Morgan Stanley Small Business Retirement Plans

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 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.

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.
    Are you Morgan Stanley? Visit our How To Get Listed On page to learn how you can customize this page FREE. can send you the latest

    Small Business
    Retirement Plans

    Your Contact Information