Morgan Stanley Smith Barney - ADP 401(k) Alliance Partner

For companies currently offering a retirement plan with $5 million to $25 million in assets

Why Morgan Stanley Smith Barney?

• Morgan Stanley Smith Barney is a global financial services leader recognized for its ability to help clients build and manage retirement solutions for their employees.
• Our expertise ranges from investment banking and wealth management to research and retirement planning.
• From employee education and asset management to plan maintenance, we can partner with you to ensure that your retirement program is consistent with your company’s objectives.

Facts about Morgan Stanley Smith Barney*

• Manages $1.7 trillion in client assets worldwide
• Employs approximately 17,600 investment professionals globally
• Maintains more than 800 global retail locations

Plan highlights

Morgan Stanley Smith Barney Select, Plus and Premier Programs – for small and mid-sized businesses

• Compelling participant education – pre-enrollment, enrollment and on-going education
• Choice of over 200 highly rated mutual funds with no sales charges
• Daily valuation, accurate and timely reporting, and full-service transaction processing provided by ADP, a proven leader in plan recordkeeping
• Institutional trusteeship through State Street Bank and Trust Company lowers your fiduciary responsibility as a plan sponsor

* Morgan Stanley Smith Barney data as of June 30, 2011.