Graystone Consulting from Morgan Stanley

We recently surveyed almost 200 investment decision-makers at 401(k) plan sponsors with at least $50 million in assets under management, asking about their concerns, their investment lineups, their participant engagement strategies, and more. This webinar will delve into the survey results and highlight some key findings. Register for this event here: https://mgstn.ly/3ZpkeHb

In Morgan Stanley’s new Retirement Plan Survey, plan sponsors cite investment advisors or consultants as the top provider of 401(k) tools and resources – many of which are vital for companies looking to help employees benefit from complex retirement solutions. Read more here: https://mgstn.ly/3NPrzdL

In Morgan Stanley’s just-published 2024 Retirement Plan Survey, more than one-third of plan sponsors are looking to increase investment choices in their plan lineups, while only 12% are looking to increase the number of asset managers. Discover the implications behind this industry trend and suggested considerations for sponsors: https://mgstn.ly/3YuhnfI

Morgan Stanley just published its 2024 Retirement Survey, sharing insights into how 401(k) plan sponsors are strengthening their retirement plans and investment lineups in a dynamic retirement benefits landscape. Dive into these insights here: https://mgstn.ly/3C6JiLh

In Morgan Stanley’s Retirement Plan Survey, respondents ranked multiple barriers to adding retirement income solutions to their plan lineups. These hurdles provide insight as to where sponsors can amplify participant offerings to support their retirement capabilities. Discover more here: https://mgstn.ly/3UWnLeT

In Morgan Stanley’s newly published Retirement Plan Survey, 40% of respondents consider retirement income solutions to be a critical part of a firm’s employee offerings. Discover how asset managers and corporations are responding to these sentiments. https://mgstn.ly/3Adi19h

In light of the Department of Labor’s guidance on cybersecurity measures for plan sponsors, this webinar will provide an in-depth look at the evolving landscape of cybersecurity threats, the importance of implementing robust security measures, and strategies to help gain compliance with the DOL's guidelines to protect retirement plan data.Register for this event here: https://mgstn.ly/40j8bNT

In Morgan Stanley at Work’s “State of the Workplace” survey, a significant majority of employees view their company’s financial benefit offerings as a key factor when considering a job change. Discover other key insights from the study here: https://mgstn.ly/3A9iHfq

The investment policy statement is the foundation of the investment committee’s work, so it’s important for it to be crafted and maintained carefully. Read more about our 4 considerations when developing and updating an IPS in our digital brochure. https://mgstn.ly/4fsl2Cg

Investment decision-makers at Endowments and Foundations are increasing their allocations to alternatives for a variety of reasons, but which asset classes are being de-prioritized? Read more in our comprehensive E&F survey. https://mgstn.ly/466ilCi