Defined Contribution Consulting

Through our Defined Contribution Consulting services, we can provide plan sponsors support to help reduce the administrative burden associated with their fiduciary investment responsibilities and deliver plan education to participants.

Focus on What Matters

Concentrate on running your business while our Financial Advisors help identify the defined contribution plan options that help meets your employees and organization’s needs.

Dedicated Support and Insight

With a team of Financial Advisors and insights from the Morgan Stanley Global Investment Office (GIO), we can help educate plan fiduciaries on their responsibilities under a plan and provide investment oversight to help support you with your plan administration duties.

Working Together

When you consult with our team, you get access to the resources, experience and investment knowledge to help you effectively manage your company’s retirement plan. Together, we’ll work to:

Assess Specific Plan Needs
Work with Financial Advisors to help evaluate and select which service providers are best for you and your employees.
Select and Monitor Investments
Build an investment menu for your plan that delivers the investment experience of Morgan Stanley, with oversight and guidance from our Financial Advisors through our 3(21) or 3(38) offerings.
Improve Retirement Readiness
Access services made to support employees including a plan participant website, educational seminars and more.
Let’s Start the Conversation
Share more about your workplace’s unique needs, and a member of our team will get in touch to discuss how we can help.

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