Morgan Stanley

  • Booth: 120


Morgan Stanley: Startup 401(k)

Our mission is to support Independent Optometric Practices by providing access to an affordable, manageable and low risk 401(k) plan

The Crisis is Real

  • Most Americans have not saved nearly enough for retirement

  • Most of your employees think that saving for retirement is a responsibility that’s shared between the employer and the employee

  • Employees of small businesses are being hit hard by the retirement savings crisis

  • The crisis will not be solved until small business owners band together and take action

  • Your association benefits can help you gain access to a low cost 401(k) plan designed specifically for small businesses

  • Morgan Stanley and its partners have a solution

    The time to consider a 401(k) is NOW


 Show Specials

  • (Jun 17, 2019)

    The Plan Overview

    Our 401(k) solution uses the benefit of an association plan to allow you to adopt an existing 401(k) plan with the following important benefits

    • Low Start-Up & On-Going Costs

    • Easy to Establish and Maintain

    • Maximum Fiduciary Coverage

      The Cost Overview*

    safe harbor plan Balances

        

         admin. fee

    erisa bond

    employee

    cost

    $0 - $249,999

    $1,000

    $125

    $25 per employee

    $250,000-$499,999

    $250

    $125

    $25 per employee

    $500,000+

    $0

    $125

    $25 per employee

    Initial Installation Fee: $1,000

    Mutual Fund Pricing: Less than 1% on average

    * Additional Fees apply for certain transactions (Loans, Distributions, etc.). A detailed pricing sheet will be provided prior to account inception.


 Press Releases

  • Our mission is to support Independent Optometric Practices by providing access to an affordable, manageable and low risk 401(k) plan

    The Crisis is Real

    • Most Americans have not saved nearly enough for retirement

    • Most of your employees think that saving for retirement is a responsibility that’s shared between the employer and the employee

    • Employees of small businesses are being hit hard by the retirement savings crisis

    • The crisis will not be solved until small business owners band together and take action

    • Your association benefits can help you gain access to a low cost 401(k) plan designed specifically for small businesses

    • Morgan Stanley and its partners have a solution

      The time to consider a 401(k) is NOW


 Products

  • Startup 401(k)
    Every optometric practice should have an easy, affordable and convenient retirement plan solution for practice owners and their employees. We have the solution for you that takes the fiduciary coverage off of your plate....

  • Our mission is to support Independent Optometric Practices by providing access to an affordable, manageable and low risk 401(k) plan

    The Crisis is Real

    • Most Americans have not saved nearly enough for retirement

    • Most of your employees think that saving for retirement is a responsibility that’s shared between the employer and the employee

    • Employees of small businesses are being hit hard by the retirement savings crisis

    • The crisis will not be solved until small business owners band together and take action

    • Your association benefits can help you gain access to a low cost 401(k) plan designed specifically for small businesses

    • Morgan Stanley and its partners have a solution

      The time to consider a 401(k) is NOW


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