Morgan Stanley - The employee benefits broker and group health insurance advisor in Reno

Morgan Stanley

5390 Kietzke Lane Suite 200
Reno, NV 89511

Practice Areas

  • ACA Compliance and Reporting
  • Employee Perks
  • ERISA
  • Executive Benefits
  • Financial Wellness
  • Group Life/AD&D
  • Property & Casualty Insurance
  • Retirement Plans
  • Student Loan Benefits
  • Umbrella Coverage

Morgan Stanley Overview

Our Experience and Guidance Make a Difference

With a commitment to outstanding service and an emphasis on excellence, our mission is simple: to provide objective and high-quality guidance, specialized knowledge and experience, and tailored solutions to empower your organization to make informed decisions about the retirement benefits you offer to your employees.

Managing retirement benefits that align with your organization’s vision involves many decisions across multiple disciplines. I will work with you to understand your vision and craft a customized plan that supports your organization and your employees.

When you work with Morgan Stanley, we aim to provide the highest standard of care and can assist you in improving the:

  • Retirement Readiness of Your Employees
  • Managementof Your Fiduciary Risk and Responsibilities
  • Overall Satisfaction With Your Retirement Plan

Managing a comprehensive retirement plan for your organization takes a unique set of skills. As a fiduciary, you are responsible for selecting and monitoring service providers and investments while also being committed to understanding and implementing ERISA regulations. You must also continue to create fresh strategies to encourage your employees to take full advantage of the program. For many plan sponsors, these responsibilities can be overwhelming. Retirement Plan Consulting is Our Focus

That’s where I can help.

Through Morgan Stanley, I have access to first-class resources that are designed specifically to tackle the hurdles you and your employees face, and the specialized knowledge and experience to address those challenges now and in the future. My priority is to understand and consult on the specific needs of you and your employees in a collaborative, professional and educational manner—one that places your goals at the center of our relationship.


Working With a Retirement Plan Specialist

Organizations face unprecedented challenges in today’s financial environment complex regulations that change frequently, escalating expenses and global forces that shape market behavior.

Confronted with needing to do more with less, plan sponsors are seeking a different type of consulting firm — one that can bring a more comprehensive view in providing resources, consulting tools and advice.At Morgan Stanley, we understand the complexities of the retirement marketplace and have developed the Corporate Retirement Director program, an exclusive program for Financial Advisors committed to meeting the demanding needs of today’s plan sponsors.To earn the distinguished designation of Corporate Retirement Director (CRD), Financial Advisors must meet the following criteria:

1.  Identified by Morgan Stanley as retirement-focused Financial Advisors.

2.  Achieved stringent requirements with regard to number and size of retirement plans serviced.

3. Have a proven track record working with corporate and institutional clients.

4. Hold an external retirement-focused designation with ongoing continuing education requirements.

Only approximately 2 percent of the firm’s Financial Advisors hold this designation, and I am proud to be included in this esteemed group of professionals.

 


The Four Key Elements of Our Comprehensive Approach:

  1. Investment Selection and Monitoring

    • ​GUIDE INVESTMENT OVERSIGHT

      • ​​Conduct Needs Analysis

      • Establish Investment Policy Statement

      • Conduct Asset-class Analysis

      • Assist with fund selection

      • Help establish framework for monitoring investments

    • MONITORINGASSIST WITH INVESTMENT SELECTION AS AN

      • ERISA 3(21) Fiduciary;

      • ERISA 3(38) Investment Manager, upon requestPLAN

  2. Retirement Plan Management and Risk Reduction

    • ​​KEEP APPRISED OF LEGISLATIVE AND REGULATORY UPDATES

    • PERFORM PLAN ASSESSMENT AND REVIEW

    • PROVIDE STRATEGIC PLANNING

  3. Expense Oversight and Management

    • ​PLAN BENCHMARKING

      • Evaluate and understand plan services and costs

      •  Assess reasonableness of plan costs relative to services received

      •  Document prudent process• Support 408(b)(2) review of reasonableness of costs and services

    • HELP SELECT APPROPRIATE SERVICE PROVIDER AT REASONABLE COST

      • Assist in selection and cost negotiations with service providers

  4. Employee Education and Engagement

    • ​​SET GOALS TO HELP PREPARE EMPLOYEES FOR RETIREMEN

    • EDUCATE PLAN PARTICIPANTS

      • Facilitate enrollment meetings

      • Retirement educational materials and seminars

      • Investment and asset allocation education

    • STRIVE TO IMPROVE PLAN PARTICIPATION

    • OFFER RISK-BASED AND TARGET-DATE MODEL PORTFOLIOS


 

Access to Robust Intellectual Capital

As a Corporate Retirement Director at a leading global wealth management firm, I have access to the vast intellectual resources available at Morgan Stanley. It is the combination of the expertise, insights and analysis that enables me to deliver solutions to you and your employees.

Solutions from Our Experienced Team of Professionals

  • Wealth Management Global Investment Committee

    • Made up of seven core members, all of them seasoned professionals with extensive expertise

    • Monitors market and economic conditions and publishes outlook and commentary

    • Creates asset allocation models with the goal of providing integrated investment solutions

    • Oversight of asset allocation program for defined contribution plans

  • Global Investment Manager Analysis

    • Experienced investment professionals, including a dedicated Stable Value Analyst

    • Extensive investment manager analysis and ongoing evaluation

  • Retirement Services

    • Retirement plan professionals dedicated to creating and maintaining a robust offering

    • Manage relationships with leading record keepers and service providers

    • Service over 22,000 defined contribution plans

    • $734 billion in overall retirement assets

    • $149 billion in defined contribution retirement plan assets

 

 

About The Service

Elevate Benefits, LLC owns and operates SHRM Broker Finder, a software as a service (SaaS) platform. Our platform supports your independent research, vetting and hiring processes. The company facilitates introductions and exchange of information between parties seeking and offering solutions. We are not a licensed financial services entity of any kind and we do not seek to sell or make money from the sale of any employee benefits, financial services or any other regulated products or services. We also do not make specific provider, product or service recommendations. Learn more by visiting our Frequently Asked Questions.


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