Morgan Stanley Expands Retirement Plan Platform

March 23, 2009 ( - Morgan Stanley Global Wealth Management Group has announced that its Corporate Retirement Solutions Group has broadened its retirement plan platform through an expanded relationship with Ascensus, a provider of retirement plan solutions.

By Rebecca Moore | March 23, 2009

According to the announcement, Morgan Stanley Financial Advisors and clients now have access to increased options, greater flexibility and the custom plan design capabilities provided by Ascensus' open architecture service platforms, including:

  • SingleSource—a retirement plan solution with broad investment options, designed to give Financial Advisors a competitive edge through tools that help to facilitate plan sales, gather plan assets, simplify plan administration and retain participants.
  • LinkInsight—an offshoot of SingleSource that combines the service of a local third-party administrator with Ascensus' recordkeeping ability.
  • Quic(k)Start—an affordable, fully-bundled small plan offering, designed for companies with 15 or fewer employees.

"Clients have unique needs that are not served by a one-sized fits all approach, and this enhances our ability to offer personalized solutions," said Bret Kobler, Vice President, Corporate Retirement Solutions, Morgan Stanley GWMG, in the announcement.

More information about Ascensus offerings is at .