The people on your team are what power your company. We help you invest in them. With an end-to-end Financial Wellness offering, your workplace is equipped to foster financial confidence so your employees, from entry-level to the C-suite, can take charge of their financial goals.
Meet a financial benefit offering that works. Help improve recruitment and retention and build the well-being of your employees on their terms— whether that’s through a webinar, help from a professional, or access to digital tools.
Morgan Stanley at Work Perks help your employees enjoy life. You can offer a unique, complimentary perks program designed to reward employees through curated lifestyle offers and experiences.
Your employees are thinking about matters of money. Make their finances a source of confidence rather than a source of stress, so they can excel at work and in their daily lives.
Nearly 8 in 10 employees report that they feel pressured to accelerate financial planning efforts.
Of employees say that access to retirement planning assistance from financial planning professionals is a priority when choosing where to work.1
of employees reduced contributions across 401(k) plans, and short-term savings, and health savings accounts in 2024.1
See how we can deliver our skills and experience to your employees, no matter where they are on their journey.
Through ongoing communication, we help your employees make the most of their workplace benefits. Depending on the solutions you enable, your participants could have access to:
We’ll utilize a time-tested process to implement our Financial Wellness program, focused on driving employee engagement and participation.
We'll create a comprehensive program designed around your organization's goals and what's important to your employees, including:
We’ll build an education program to help employees take charge of their finances and foster ongoing engagement, including:
We’ll help you assess and address the financial concerns of your employees by providing:
Match complex needs with a specialized team. Learn how our dedicated support and services can help your senior leaders navigate their finances.
Get the latest thinking from our experienced thought leaders. Discover new trends and unique perspectives to motivate your employees and fuel your business.
We’ll help you find the right workplace financial solutions for you, your employees and your business.
1 Source: 2024 Morgan Stanley at Work State of the Workplace Study
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Certain content on Morgan Stanley Financial Wellness Portal including, but not limited to, calculators is being provided to Morgan Stanley Smith Barney LLC (“Morgan Stanley”) pursuant to an agreement with Financial Fitness Group (“FFG”). That content and materials on the Portal have been prepared for educational purposes only and do not constitute either a recommendation or a solicitation by Morgan Stanley and its employees to purchase or sell any investment or strategy. The calculators are hypothetical and are for illustrative and informational purposes only and do not represent the return on any investment. Actual results may vary.
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Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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