The 401(k) Retirement Plan Exchange uses pooled pricing, so costs lower and services expand as more businesses join. The plan takes care of 90% of administrative tasks, which reduces your liability.

Access Morgan Stanley and all Benefits

Save on 401(k) asset fees when you sign up for Morgan Stanley’s pooled pricing Retirement Plan Exchange through our Benefits Program.

Morgan Stanley discount: Save on 401 (k) asset fees

The 401(k) Retirement Plan Exchange pools hundreds of company retirement plans together to provide members with lower costs and expanded services.\nOver 90% of your administrative tasks will be handled through the outsourcing of administrative duties to retirement professionals.\n

How it works
⁠\n1. Fill out form\nComplete the sign up form to access our exclusive discount.
⁠\n2. Activate your Benefit \nWe’ll take you to our Benefit Program page where you’ll click Get Started to activate your Benefit.
⁠\n3. You have access to all our Benefits\nAs a member, you now can access all our Benefits and savings whenever you need them.  \n

How it works
⁠\n1. Fill out form\nComplete the sign up form to access our exclusive discount.
⁠\n2. Activate your Benefit \nWe’ll take you to our Benefit Program page where you’ll click Get Started to activate your Benefit.
⁠\n3. You have access to all our Benefits\nAs a member, you now can access all our Benefits and savings whenever you need them. \n

Sign up for free access to all our Benefits and choose the tools, software, and services you need to stay on budget. 

Reduce liability and costs with our Morgan Stanley pooled pricing plan

Why choose our Morgan Stanley Benefit Program?

Morgan Stanley FAQ

Save on discounted solutions for your business