The Ratay Group at Morgan Stanley

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4225 Naperville Road, Suite 255
Lisle, IL 60532
About The Ratay Group at Morgan Stanley
  • The Ratay Group has 70 years of combined experience in the financial service industry with its primary focus being corporate retirement plans. The group currently manages over 800 million dollars in retirement plan assets and has worked with small and mid-size plans as well as Fortune 500 companies. The Ratay Group was named as one of five finalists for PlanSponsor Magazine's Retirement Plan Adviser Team of the Year for 2011 and 2015. They have also been named by PlanSponsor Magazine as one of the Top 100 "Retirement Plan Adviser Teams of the Year" in 2010, 2011, 2012, 2013, and 2014.

    The Ratay Group understands that retirement plans can be complicated and that it takes a dedicated team to design a plan, educate the employees and comply with fiduciary responsibilities. Working together, The Ratay Group can help build a retirement program that will include a flexible plan design, high-quality investment options and comprehensive state-of-the-art plan management.

    Benefits of working with The Ratay Group:
    • Retirement Plan Expertise
    • Plan Design Consulting
    • Customized Provider Search Capabilities
    • Investment Policy Statement Implementation and Review
    • Investment Selection and Monitoring
    • Retirement Plan Provider Leverage/Accessibility
    • 3(21), 3(38) Fiduciary Support
    • Enrollment and Education Meeting Support
    • On-going Proprietary Service Model
    • Personal Participant Financial Planning
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Products by The Ratay Group at Morgan Stanley
  • Services for Retirement Plan Sponsors

    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... Read more
  • BeyondWork℠ Investment Planning for an Engaged Retirement

    The definition of retirement is going through a remarkable transformation. Today’s retirement can be more fulfilling and engaging. It is more likely to be centered on an individual’s goals, not simply dollar amounts. Understandably, developing a comprehensive strategy and executing it with the... Read more
  • OneView

    You may have bank accounts, brokerage accounts, insurance policies and retirement plans scattered across financial institutions. Wouldn’t you like to see your full financial picture in one place? Morgan Stanley can help. As a Morgan Stanley client, you can use OneView to organize all of your... Read more
White Papers by The Ratay Group at Morgan Stanley
  • Understanding Your Fiduciary Responsibilities By

    A 401(k) Plan Sponsor's Guide to the Role of Fiduciary By making the decision to offer your employees a qualified retirement plan, you have taken a crucial step toward helping them prepare for a financially secure retirement. With this decision comes certain additional responsibilities. Read more
  • 2015 Retirement Plans Quick Reference Guide By

    This guide contains information on a wide variety of tax-qualified retirement for both individuals and employers. Read more
News about The Ratay Group at Morgan Stanley
  • Morgan Stanley Wealth Management Client Assets Top $2 Trillion Posted