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401(k) Alliance Partner - Morgan Stanley
For companies with up to 49 employees and/or less than $3mm in plan assets
Why Morgan Stanley?
- For decades, we have set the standard for investors who seek sound financial advice suited to their individual goals
- We help clients build, manage and preserve financial assets through comprehensive and personalized investment planning
Facts about Morgan Stanley*
- Manages more than $652 billion worldwide
- Employs approximately 8,000 investment professionals globally
- Maintains more than 600 offices in 28 countries
Plan highlights
Morgan Stanley Plus and Premier Programs – for small and mid-sized businesses
- Compelling participant education – pre-enrollment, enrollment and on-going education
- Choice from over 100 highly rated Morgan Stanley mutual funds, esteemed Van Kampen mutual funds 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 August 31, 2006.
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Morgan Stanley Plus and Premier Programs brochure
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