When you sponsor a qualified retirement plan, you are providing your employees with an opportunity to save for a secure retirement. You are also enhancing your ability to retain your current employees and making your company more attractive to prospective ones. However, if you’re like many plan sponsors, the prospect of overseeing a plan and the responsibilities that come along with it may seem overwhelming. As a Corporate Retirement Director, we have the resources to help address your concerns in a way that makes managing your 401(k) plan easier—so that you can focus on running your business.
As a Corporate Retirement Director, our goal is to thoroughly understand your retirement plan goals and objectives and then leverage our experience and resources to help you meet or exceed them. we can help you evaluate near-term concerns and plan for long-term goals, and assist you in developing and executing a retirement plan strategy that will help you to meet your organization’s retirement plan needs.
As a Corporate Retirement Director, we can provide guidance and information to help you meet your fiduciary responsibilities. We know you’re busy managing your business and that you may not have the experience or the time to do what is necessary to make the right decisions. We have the tools and knowledge to help you make informed investment decisions as well as address your other plan responsibilities. You can feel confident knowing that we are committed to putting our resources and experience to work for your organization’s retirement plan.
By offering your employees a retirement plan, you are providing them with the opportunity to save for a secure retirement. You play a fundamental role in managing this essential employee benefit and it is important that you understand your obligations as a plan fiduciary. As a Corporate Retirement Director, we are dedicated to making your retirement plan a success, and at the same time, helping you meet your fiduciary responsibilities.
To derive the maximum benefit from your retirement plan, it is important to select the most appropriate features and services for your business. We can offer valuable guidance by identifying and evaluating your company’s needs and then delivering an array of resources to you in a way that is appropriate for the retirement plan results that you seek to achieve.
Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Smith Barney Financial Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise agreed to in writing by Morgan Stanley Smith Barney. This material was not intended or written to be used for the purpose of avoiding tax penalties that may be imposed on the taxpayer. Individuals are urged to consult their tax or legal advisors before establishing a retirement plan and to understand the tax, ERISA and related consequences of any investments made under such plan.
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