solium.comWorkplace Financial Solutions | Morgan Stanley at Work

of every page of site, ideally before other scripts in this section. MORGANSTANLEY.COM Region Americas United States Canada English Canada French Asia Pacific Australia Europe United Kingdom Login Employee Administrator Our Solutions Our workplace financial solutions deliver powerful tools, guidance and education to help your company and your employees thrive. Equity Solutions for Private Companies Equity Administration Liquidity 409A Valuation View More Solutions Equity Solutions for Public Companies Equity Administration Financial Reporting Global Intelligence View More Solutions Retirement Solutions Defined Contribution Consulting Small Business Retirement Plans Fiduciary Investment Oversight Deferred Compensation Recordkeeping and Plan Design Portfolio Construction Wealth Management Services Financial Wellness Education Financial Guidance Perks Saving and Giving Charitable Giving Education Financing Executive Services Equity Compensation Services Equity Award Analysis Specialized Solutions Your Business We deliver financial benefit solutions tailored to the needs of your workplace—from startup to enterprise, venture capital to law firm. Private Company Grow with confidence and build a culture of excellence with solutions tailored to private companies. Small Business Startup Enterprise Public Company Find the right financial benefit solution—one that fits your company’s needs and builds the confidence of every employee. Public Company Strategic Partner Discover equity solutions that adapt to the diverse needs of your clients or portfolio companies. Investor Law Firm Other Partners Why Us Explore our story, meet the people behind our solutions and discover what sets Morgan Stanley at Work apart. Our Advantage Learn how our offering can help your company and employees thrive at each stage of the financial journey. Advantages for Your Company Advantages for Your EmployeesMeet our team, learn what drives us and discover the power of Morgan Stanley. Our Story Our People The Power of Morgan Stanley Press Learn about what’s happening in the financial benefits world with the latest news and updates. In the Press Insights Insights Discover ideas, tips and best practices to evolve your workplace and your benefits. View All Insights Trending Topics Financial Wellness Explore strategies for developing a more financially confident workforce, to help your employees at any stage of their financial journey. View topic Invested at Work Podcast Our podcast tackles the complex world of workplace financial benefits to help companies empower their employees. Listen in. View topic Equity Compensation Discover fresh ideas and unique perspectives on liquidity and equity compensation strategies to help motivate your employees and fuel your company’s next stage. View topic Diversity & Inclusion A diverse workforce has diverse needs—learn how to support your employees across a variety of backgrounds. View topic Latest Insights Retirement Planning Retirement Planning: Why the Stakes Are Higher for Women State of the Workplace Study 2023 Liquidity Trends Report 2023 View All Insights Get In Touch CLEAR Morgan Stanley at Work Financial Benefits for Modern Teams Transform your workplace through financial well-being. From equity to retirement to college savings, our solutions help employees achieve their financial goals, so they can take your company to new heights.When Employees Thrive, Your Company Thrives Too There’s no better investment your company can make than in the people that power it. That’s why Morgan Stanley at Work delivers workplace financial solutions that can help employees build financial well-being—and help you attract and retain top talent. We’ve Got You Covered Whether you’re a global corporation or a growing start-up, we understand your needs and offer tailored solutions and technology to help meet them. Private Company Grow with confidence and build a culture of excellence with solutions tailored to private companies. Small Business Startup Enterprise Public Company Help build the financial well-being of your employees whether you’re newly public, growing globally or evolving your benefit offering. Public Company Strategic Partner Discover equity solutions that adapt to the diverse needs of your clients or portfolio companies. Investor Law Firm Other Partners Empower Your Teams with Financial Wellness Available with every service we provide, our Financial Wellness offering is designed to address the unique needs of your employees and help them reach their financial goals through a powerful combination of education, digital tools, and guidance from our Financial Advisors. Learn More Solutions With a Focus: Your People Our offering provides thoughtful guidance, insightful education and intuitive technology to help your employees achieve their financial goals. CREATE A CULTURE OF OWNERSHIP Equity Solutions Together, we’ll help you work to maximize the impact of equity compensation and create a culture of ownership at every level of your organization. PREPARE FOR THE FUTURE Retirement Solutions Leverage a comprehensive range of solutions, with the support of Financial Advisors, to help employees confidently reach their long-term goals. REWARD KEY EMPLOYEES Deferred Compensation Stay competitive with a Nonqualified Deferred Compensation plan – a workplace benefit for executives and other highly compensated employees and a powerful tool to help recruit, retain and reward executives. ENGAGE YOUR LEADERS Executive Services Empower your leaders to manage their equity compensation and complex financial needs with a dedicated Executive Services Relationship Manager. SUPPORT EMPLOYEE VALUES Saving and Giving Enable your employees to make the financial moves that matter most to them, whether that’s paying down student loan debt or saving for future education. Not Sure Where to Start? Answer a few questions about your company’s needs and we’ll recommend a solution. Find a Solution We Help Businesses and People Thrive Learn how financially confident employees can power your business forward, and how our offering can help your employees achieve financial well-being. Advantages For Your Company Our team puts a heritage of experience and leadership into action so you can provide a benefit offering that sets you apart. Learn More Advantages For Your Employees Available with every service we provide, we deliver educational resources, digital tools and guidance designed to foster financial wellness across your company. Learn More Get to Know Us Who are we? Let us show you. Meet our team, get to know our story and learn why companies choose us. Our Story We help companies thrive by meeting the challenges of the modern workplace head-on. Learn how we’ve evolved to address the changing needs of businesses today. Learn More Our Team Get to know the team that’s working for yours. Learn about our company culture and the people powering Morgan Stanley at Work. Learn More The Power of Morgan Stanley No matter where your business is or where it’s going, our full firm is on your side. Learn what’s possible with the support of Morgan Stanley. Learn More Insights for a Modern Workplace Get the latest thinking from our experienced thought leaders. Discover new trends and unique perspectives to motivate your employees and fuel your business. Market Trends Stock Plan Benefits Are a Vital Tool for Employee Retention RESEARCH State of the Workplace Study III Podcast Invested at Work Podcast Episode 10: 2023 Rewind and Recap Let’s Start the Conversation Share more about your workplace’s unique needs and a member of our team will get in touch to discuss how we can help. Morgan Stanley at Work, Morgan Stanley Smith Barney LLC, and its affiliates and employees do not provide legal or tax advice. You should always consult with and rely on your own legal and/or tax advisors. Check the background of our Firm and investment professionals on FINRA’s BrokerCheck . NOT ALL PRODUCTS AND SERVICES ARE...