Morgan Stanley Savings Program
Lower Your 401(k) Costs with Pooled Pricing
Access the Morgan Stanley Retirement Plan Exchange through Elevate to reduce 401(k) asset fees, simplify plan administration, and expand retirement plan services for your employees.
- Lower 401(k) Asset Fees
- Pooled Pricing for Greater Savings
- 90%+ of Administrative Tasks Outsourced
Get Started
Unlock My Retirement Plan Savings
Trusted by thousands of small businesses to reduce everyday operating costs and keep more money in their business.
The Offer
One Simple Way To Lower Retirement Plan Costs
Lower Fees Through Pooled Pricing
With the Morgan Stanley Retirement Plan Exchange through Elevate
Managing a retirement plan can be expensive and time-consuming. Through Elevate, businesses gain access to the Morgan Stanley Retirement Plan Exchange, which pools hundreds of retirement plans together to reduce asset fees while expanding services and administrative support.
After enrolling, your business benefits from institutional purchasing power that's typically unavailable to individual employers.
Why It Matters
Reduce Retirement Plan Costs Without Reducing Benefits
Many small businesses pay higher retirement plan fees simply because they lack the scale to negotiate better pricing on their own. At the same time, managing a 401(k) plan can consume valuable time and create additional administrative responsibilities.
That's where Elevate comes in.
Through the Morgan Stanley Retirement Plan Exchange, Elevate gives businesses access to pooled pricing that helps lower retirement plan costs while outsourcing much of the day-to-day administration to experienced retirement professionals.
That means lower fees, less administrative work, and more time focused on running your business.
Member Benefits
Why Businesses Choose This Program
Lower 401(k) Asset Fees
By participating in a larger retirement plan exchange, businesses gain access to pooled pricing designed to reduce retirement plan costs.
Outsource Over 90% of Plan Administration
Reduce the time your team spends managing retirement plans by relying on experienced retirement professionals to handle the majority of administrative responsibilities.
Expanded Retirement Plan Services
Give your employees access to a professionally managed retirement solution while simplifying plan management for your business.
We were paying way more than we realized for services we use every day. Elevate made the process simple and saved us both time and money.
JR
Operations Manager
Local Service Company
How it works
Start Saving in Three Simple Steps
Sign Up for Access
Complete the short form to unlock the Elevate Morgan Stanley Retirement Plan Savings Program.
1
Review Your Current Retirement Plan
A retirement specialist will review your existing plan and determine how pooled pricing could reduce your costs.
2
Enjoy the Freedom of Lower Costs
Move into the Retirement Plan Exchange and benefit from lower fees, expanded services, and significantly reduced administrative responsibilities.
3
Good Questions
Frequently Asked Questions
How does pooled pricing lower retirement plan costs?
The Retirement Plan Exchange combines hundreds of participating retirement plans, allowing businesses to benefit from institutional pricing and lower asset fees that are often unavailable to individual employers.
What types of businesses can participate?
The program is designed for businesses that currently offer a 401(k) plan or are evaluating retirement plan options for their employees.
How much administration is outsourced?
More than 90% of routine retirement plan administrative tasks are handled by retirement professionals, reducing the workload for your internal team.
Will my employees still receive retirement plan benefits?
Yes. The program is designed to enhance retirement plan administration while helping businesses lower costs and expand available services.
Is there a cost to access this program through Elevate?
No. Access to the Morgan Stanley Retirement Plan Savings Program through Elevate is free.
Will I have access to other Elevate savings programs?
Yes. Once you're an Elevate member, you can explore additional savings programs across financial services, payroll, software, shipping, office supplies, technology, and other business services.
Ready to Lower Your 401(k) Costs?
Your business already invests in employee retirement benefits. Make sure you're getting the most value from every dollar by taking advantage of pooled pricing through Elevate.
No fees. No volume requirements. Just simple savings for small businesses.
Get Started
Unlock My Retirement Plan Savings
No membership fees. Just simple savings for small businesses.