10/26/2016 LB 15 month camp

Services for Retirement Plan Sponsors

Available from The Ratay Group at Morgan Stanley

We have found the best way to do this is to consistently set goals and never become complacent. Because every retirement plan has its own challenges, we will partner with you to determine your plan’s unique goals. Along with these, The Ratay Group at Morgan Stanley will always have the following goals in mind:

With retirement plans being an exclusive focus of ours since 1990, you can rest assured you will have a financial advisor with the expertise and knowledge to help navigate you and your employees to a comfortable retirement. Morgan Stanley has shown their trust in Mark Ratay by naming him a Corporate Retirement Director. By teaming with The Ratay Group at Morgan Stanley you can sleep at night knowing your plan is in capable hands.

Information and support provided to plan sponsors include:

• 2015 Retirement Plans Quick Reference Guide
• It’s 2015. Do You Know Where All Your Retirement Savings Are?
• Fiduciary Benchmarks Sample Report
• An Overview of Safe Harbor 401(k) Plans
• Automatic Enrollment
• Boosting Participation in Your Company's 401(k) Plan
• Developing and Maintaining an Investment Policy Statement under ERISA
• Employee Meetings Can Help Make Your Retirement Plan a Success
• Evaluating Target Date Funds
• Fidelity Bond Basics
• How to Keep Employees Participating in Your Retirement Plan
• What to Look for in Your 401(k) Service Provider
• Your Responsibilities as a Retirement Plan Sponsor
• Maximum Benefit and Contribution Limits 2010-2015

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