Morgan Stanley at Work Unveils First Participant Aggregation Platform to Create a Seamless Experience for Plan Advisors


NEW YORK–(BUSINESS WIRE)–Morgan Stanley at work today announced the rollout of its new Corporate Retirement Portal, an innovative technology solution designed to provide Morgan Stanley’s Wealth Plan Advisors with a one-stop, consolidated view of workplace pensions and participant data via the prime Modern Wealth Platform, WealthDesk.

Plan advisors have historically used third-party tools and resources to manage their clients’ pension plan assets held by registrars. The new corporate pension portal gives them access to a comprehensive view of their clients’ pension plan accounts, including services provided to retained pension plans and plan sponsors. Plan advisors can now work seamlessly with plan sponsors and provide participants with targeted financial education through Morgan Stanley Wealth Management’s Next Best Action, an engagement tool that enables the delivery of scalable personalized content.

“In today’s economic environment, marked by rising inflation and market volatility, plan sponsors and members are looking for a helping hand in maximizing retirement benefits,” said Brian McDonald, Chief Executive Officer and head of Morgan Stanley at Work. “The Corporate Retirement Portal enables plan advisors to provide personalized financial education and content to help plan members navigate the complexities of retirement planning and savings. The launch once again demonstrates our commitment to innovation and thoughtful disruption in the workplace wealth space.

In accordance with recent Department of Labor (DOL) cybersecurity guidelines for plan sponsors, service providers and plan participants, the Corporate Retirement Portal ensures that firm client data is transferred securely. secure and that the right safeguards are in place to protect their information. This includes encryption of sensitive data, including client data, as well as annual cybersecurity training and awareness for all employees with access to firm systems.

“We listen carefully to the plan advisors we serve and in response, we have created from the ground up a technology solution capable of improving their daily lives so that they can focus on providing value-added services to archivists. , plan sponsors and members,” said Anthony. Bunnell, retirement manager for Morgan Stanley at work. “Implementing our Corporate Retirement Portal on the plan advisor’s desktop will help increase efficiency, help archivists scale their business, and improve the plan sponsor and member experience on our retirement platform. We see this as a game-changing technology solution that is truly a differentiator in the retirement industry. »

The launch of the corporate retirement portal follows Morgan Stanley’s recent acquisition of an unqualified deferred compensation provider, American financial systems in June 2022 and strategic alliances with archivists Vestwell and Empower retirement in June and August 2021, respectively. Additionally, the firm announcement three strategic product enhancements to its Equity Edge Online® and Shareworks stock plan platforms to deliver time and cost savings to stock plan administrators and participants.

Morgan Stanley at Work’s retirement solutions offer a flexible, multi-vendor record-keeping platform designed to meet individual business needs. In addition to providing personalized retirement solutions, Morgan Stanley at Work has dedicated retirement specialists who understand the challenges companies face and offer support and services to their employees. Through a consultative process, the firm’s specialists help companies improve plan competitiveness and fiduciary risk management, investment selection and monitoring, and employee retirement preparedness.

Retirement Solutions is part of the Morgan Stanley at work suite of financial solutions, which covers equity compensation through Shareworks and Equity Edge Online®, retirement and financial wellness solutions. Morgan Stanley at Work and Morgan Stanley intellectual capital and financial education are delivered through multiple channels to enable employees to develop a holistic plan to help them achieve their financial goals. Shareworks services are provided by Morgan Stanley Smith Barney LLC, Member SIPC, and its affiliates, and Equity Edge Online® employee stock plan solutions are offered by E*TRADE Financial Corporate Services, Inc., both part of of Morgan Stanley at Work and all wholly owned subsidiaries of Morgan Stanley.

About Morgan Stanley Wealth Management

Morgan Stanley Wealth Management is a leading financial services company providing access to a wide range of products and services for individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning , cash management and lending products and services, annuities, and insurance, pension and trust services.

About Morgan Stanley

Morgan Stanley (NYSE: MS) is a leading global financial services company providing a broad range of investment banking, securities, wealth management and investment management services. With offices in 41 countries, the company’s employees serve customers around the world, including businesses, governments, institutions and individuals. For more information on Morgan Stanley, please visit

Morgan Stanley at Work and Shareworks the services are provided by Morgan Stanley Smith Barney LLC, Member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

2022 Morgan Stanley Smith Barney LLC. SIPC member.


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