This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
TheStreet Open House

Morgan Stanley Expands Corporate Retirement Plan Advisory Services

Morgan Stanley (NYSE: MS) today announced that it has expanded its corporate retirement plan advisory services offering to enhance its asset allocation advice services for plan sponsors through Model Portfolio Services. This new capability enables Morgan Stanley’s Corporate Retirement Directors (CRDs) and Graystone Institutional Consulting Directors to add proprietary risk-based model portfolios to the asset allocation services provided to plan sponsors.

Edward O’Connor, Managing Director of Morgan Stanley Wealth Management’s Retirement Services, said, “This continues the expansion of what we can deliver to plan sponsor clients in an advisory capacity. Last year we added provider search and benchmarking and today it is about providing much needed asset allocation advice to plan sponsors with the ultimate goal of achieving better participant outcomes.”

The Firm has developed eight model portfolios, ranging from conservative to aggressive, that can also include alternative asset classes, such as REITS and Commodities. CRDs and Institutional Consulting Directors can provide fund selection guidance for each of the asset classes in the model using mutual funds that are approved by the Plan Sponsor. Plan sponsors will have access to in-depth quarterly reporting on the models and underlying funds.

“Morgan Stanley is committed to investing in the tools that can help our clients achieve a successful retirement. This is just one of the many services that Morgan Stanley is developing to maintain our position as one of the leaders in Consulting and Advisory Services in the Defined Contribution marketplace. With over $20 billion of assets on our advisory platform, it is important that we continue to innovate and expand our services,” said Marc Brookman, Head of Graystone Consulting and Institutional Consulting.

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust services.

1 of 2

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
DOW 17,172.68 -107.06 -0.62%
S&P 500 1,994.29 -16.11 -0.80%
NASDAQ 4,527.6890 -52.10 -1.14%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs