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Morgan Stanley - ADP 401(k) Alliance Partner

 

For companies currently offering a retirement plan with $5 million to $25 million in assets

Why Morgan Stanley?

• Morgan Stanley is a global financial services leader recognized for its ability to help clients build and manage retirement solutions for their employees.
• Our expertise ranges from investment banking and wealth management to research and retirement planning.
• From employee education and asset management to plan maintenance, we can partner with you to ensure that your retirement program is consistent with your company’s objectives.
  

Facts about Morgan Stanley*

• Manages more than $779 billion worldwide
• Employs approximately 8,350 investment professionals globally
• Maintains more than 600 offices in 33 countries

Plan highlights

Morgan Stanley Select, Plus and Premier Programs – for small and mid-sized businesses

• Compelling participant education – pre-enrollment, enrollment and on-going education
• Choice from over 200 highly rated Morgan Stanley, Van Kampen and selected complementary external mutual funds
• Daily valuation, accurate and timely reporting, and full-service transaction processing provided by ADP, a proven leader in plan recordkeeping
• Institutional trusteeship through State Street Bank and Trust Company lowers your fiduciary responsibility as a plan sponsor

* Morgan Stanley data as of May 2008.