Navigate Change

There are important moments in your career or your company’s journey that may impact your workplace benefits.  In times of transition, it’s important to understand how your equity awards, 401(k) and other workplace benefits may affect your broader financial plan.

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Manage Equity Compensation
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Corporate Events That Can Impact Your Workplace Benefits

Whenever your company has a corporate event that may impact your benefits, we are here to help. Our educational resources cover the basics, and our Financial Advisors can help explain what these changes may mean for you and your financial goals.

Initial Public Offering
An IPO may provide opportunities for wealth creation and liquidity, and introduce tax considerations. We can help you understand what to expect as an employee of a newly publicly traded company.
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Mergers and Acquisitions
If your company is involved in a merger or acquisition, there may be changes to your equity compensation plan. Whatever your experience, you have access to insights and education to help guide you through this journey.
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Liquidity Events
If you are employed by a privately held company, you may be offered the opportunity to turn your equity into cash by participating in a tender offer. Our Financial Advisors can help address your questions on how this might affect your overall financial picture.

How Career Transitions May Affect Your Workplace Benefits

Whether you're embarking on a new job opportunity or navigating a change in employment, it's essential to be mindful of your workplace benefits and their alignment with your financial goals.

Navigate Change
Thinking About a Job Change? Be Sure You’re Financially Prepared
Before you make any big moves, it’s important to have your financial house in order.
Work & Money
A Guide to Navigating Health Care Costs in the U.S.
When planning for future expenses, health care can be an important consideration. Learn what costs you might be responsible for and how to manage them.
Work & Money
10 Questions to Ask About Your Equity Following a Layoff
Experiencing a layoff is never easy and raises many questions including how to manage your company equity after your job has ended.
Work & Money
Four Things You Should Consider Before Rolling Over Your 401(k)
Congratulations! Whether you are on your way to a new job or reaching retirement, there’s quite a bit you may want to consider regarding your employer sponsored qualified retirement plan assets. The good news: You can take your retirement savings with you without having to pay income taxes or tax penalties.

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Request a no-obligation consultation with a Morgan Stanley Financial Advisor to help you make the most of your benefits.

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Request a no-obligation consultation with a Morgan Stanley Financial Advisor to provide education and guidance to help you make the most of your equity benefits.

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