Morgan Stanley and ADP have combined their expertise in retirement planning and recordkeeping to create a unique and compelling offering for Washington Technology Industry Association members.
- As members of Washington Technology Industry Association, your company will not only be partnering with leaders in the retirement planning industry, you’ll also receive special benefits available only to Washington Technology Industry Association members: Waiver of the $1500 program set up or conversion fee
- 10% – 50% discounts on monthly fees for investment management (see schedule below)
- Ongoing monitoring and review of plan
- On-site meetings with attention to personal goals
- Payroll integration
- Open architecture fund choices
The Morgan Stanley team will help you:
- Meet your fiduciary responsibilities as a plan sponsor
- Educate your employees about investing in your plan
- Develop individualized asset allocations models
- Provide you and your employees with convenient online account access and program information
- Supply timely and accurate administration and recordkeeping
For further information, please contact Paul Murphy or call 425.908.3834. |
