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Financial Wellness | Morgan Stanley at Work

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Financial Wellness | Morgan Stanley at Work For Employees For Employers Role Selection For Employees For Employers Region Americas United States Canada English Canada French Log In Employee Employer Log In Employee Employer Our Solutions Our workplace financial solutions deliver powerful tools, guidance and education to help your company and your employees thrive. Equity Solutions for Private Companies Equity Administration Liquidity 409A Valuation View More Solutions Equity Solutions for Public Companies Equity Administration Financial Reporting Global Intelligence View More Solutions Retirement Defined Contribution Consulting Small Business Retirement Plans Fiduciary Investment Oversight Deferred Compensation Recordkeeping and Plan Design Portfolio Construction Wealth Management Services Financial Wellness Education Financial Guidance Perks Saving and Giving Charitable Giving Education Financing Executive Services Equity Compensation Services Equity Award Analysis Specialized Solutions Your Business We deliver financial benefit solutions tailored to the needs of your workplace—from startup to enterprise, venture capital to law firm. Private Company

Grow with confidence and build a culture of excellence with solutions tailored to private companies.

Small Business Startup Enterprise Public Company

Find the right financial benefit solution—one that fits your company’s needs and builds the confidence of every employee.

Public Company Strategic Partner

Discover equity solutions that adapt to the diverse needs of your clients or portfolio companies.

Investor Other Partners Why Us Explore our story, meet the people behind our solutions and discover what sets Morgan Stanley at Work apart. Our Advantage

Learn how our offering can help your company and employees thrive at each stage of the financial journey.

Advantages for Your Company Advantages for Your Employees About Us

Meet our team, learn what drives us and discover the power of Morgan Stanley.

Our Story Our People The Power of Morgan Stanley Thrive

Learn more about our Thrive conference. Explore regional forums, and access insights from previous events.

Thrive 2025 Insights Insights Discover ideas, tips and best practices to evolve your workplace and your benefits. View All Insights Trending Topics Financial Wellness Explore strategies for developing a more financially confident workforce, to help your employees at any stage of their financial journey. View topic Equity Compensation Discover fresh ideas and unique perspectives on liquidity and equity compensation strategies to help motivate your employees and fuel your company’s next stage. View topic Diversity & Inclusion A diverse workforce has diverse needs—learn how to support your employees across a variety of backgrounds. View topic Invested at Work Podcast Our podcast tackles the complex world of workplace financial benefits to help companies empower their employees. Listen in. View topic Latest Insights State of the Workplace 2025 With SHRM’s Johnny C. Taylor, Jr. Equity Compensation Client Spotlight: MongoDB: Automating Equity Tax Calculations Market Trends State of the Workplace 2025 Financial Benefits Study View All Insights Get In Touch CLEAR Morgan Stanley at Work Financial Wellness Available with every service we provide, our Financial Wellness offering is designed to address the unique needs of your employees and help them reach their financial goals through a powerful combination of education, digital tools, and guidance from our Financial Advisors. A Meaningful Advantage for Your Employees

The people on your team are what power your company. We help you invest in them. With an end-to-end Financial Wellness offering, your workplace is equipped to foster financial confidence so your employees, from entry-level to the C-suite, can take charge of their financial goals.

Comprehensive Solutions, Enhanced Financial Confidence Meet a financial benefit offering that works. Help improve recruitment and retention and build the well-being of your employees on their terms— whether that’s through a webinar, help from a professional, or access to digital tools.

Financial Education Support financial well-being with a robust learning curriculum, virtual and in-person education sessions and digital tools. Learn More Financial Guidance Support your employees with personalized financial guidance for their unique financial needs.¹ Learn More Digital Tools Simple-yet-powerful features, make your benefits accessible and more likely to be embraced by employees. Exclusive Perks and Offers Morgan Stanley at Work Perks help your employees enjoy life. You can offer a unique, complimentary perks program designed to reward employees through curated lifestyle offers and experiences.

Travel benefits and auto savings Discounts on retail and electronics Special pricing on wine and restaurants Deals of concerts and other entertainment Health and wellness offers. EXPLORE PERKS Deliver the Support Your Team Wants Your employees are thinking about matters of money. Make their finances a source of confidence rather than a source of stress, so they can excel at work and in their daily lives.

8 in 10 Nearly 8 in 10 employees report that they feel pressured to accelerate financial planning efforts.

94% Of employees say that access to retirement planning assistance from financial planning professionals is a priority when choosing where to work.1

63% of employees reduced contributions across 401(k) plans, and short-term savings, and health savings accounts in 2024.1

Help Employees Achieve Their Goals See how we can deliver our skills and experience to your employees, no matter where they are on their journey.

Meet Greg Helping Greg Plan His Next Chapter Close Player Modal N/A

Meet Cameron Pairing Employees like Cameron with a Financial Advisor Close Player Modal N/A

Meet Sasha Giving Sasha the Education and Tools to Invest Close Player Modal N/A

Engage When It Matters Most Through ongoing communication, we help your employees make the most of their workplace benefits. Depending on the solutions you enable, your participants could have access to:

Account Onboarding Starting on day one, dedicated support sets employees up for success by informing them on how to get the most out of their new benefits experience. Support at Key Moments The learning continues beyond onboarding with digital educational materials and tools delivered at key moments in the benefits lifecycle. Need-Based Advice Whenever they need it, employees can easily engage and receive financial guidance that’s tailored to their goals and mindful of their long-term aspirations. Beyond the Workplace Access the strength and full breadth of services offered through Morgan Stanley Wealth Management and E*TRADE from Morgan Stanley. The Steps to Financial Wellness

We’ll utilize a time-tested process to implement our Financial Wellness program, focused on driving employee engagement and participation. 

01 Understanding Your Employees’ Needs We'll create a comprehensive program designed around your organization's goals and what's important to your employees, including:

Digital tools, education and content journeys. A financial education curriculum calendar. Materials to share with your workforce to promote awareness and encourage employee engagement.

02 Driving Engagement We’ll build an education program to help employees take charge of their finances and foster ongoing engagement, including:

Digital and in-person education sessions meeting your employees where they are. Vast library of financial wellness content ranging from equity compensation to retirement and diversity & inclusion. One-on-one support that helps employees take the next step to pursue their financial goals.

03 Pursuing Short- and Long-Term Financial Goals We’ll help you assess and address the financial concerns of your employees by providing:

Access to a range of solutions, so your employees can take action and leverage the resources that best fit their needs Continually evolving set of solutions that grow as the needs of your employees grow Ongoing education to keep your workforce engaged, informed and aware of the range of solutions available to them 

Be Ready to Support Your Executives Match complex needs with a specialized team. Learn how our dedicated support and services can help your senior leaders navigate their finances.

Learn More Insights for a Modern Workplace Get the latest thinking from our experienced thought leaders. Discover new trends and unique perspectives to motivate your employees and fuel your business.

Employee Engagement Maximizing Workplace Benefits in a Changing World Retirement Small Business Retirement Plans Invested at Work Season Three Financial Well-Being for Today’s Executives With Morgan Stanley’s Liz Dennis We’ll help you find the right workplace financial solutions for you, your employees and your business.

Get In Touch 1 Source: 2024 Morgan Stanley at Work State of the Workplace Study

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Morgan Stanley at Work are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

Morgan Stanley at Work, Morgan Stanley Smith Barney LLC, and its affiliates and employees do not provide legal or tax advice. You should always consult with and rely on your own legal and/or tax advisors.

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NOT ALL PRODUCTS AND SERVICES ARE AVAILABLE IN ALL JURISDICTIONS OR COUNTRIES

Certain content on Morgan Stanley Financial Wellness Portal including, but not limited to, calculators is being provided to Morgan Stanley Smith Barney LLC (“Morgan Stanley”) pursuant to an agreement with Financial Fitness Group (“FFG”). That content and materials on the Portal have been prepared for educational purposes only and do not constitute either a recommendation or a solicitation by Morgan Stanley and its employees to purchase or sell any investment or strategy. The calculators are hypothetical and are for illustrative and informational purposes only and do not represent the return on any investment. Actual results may vary.

The Morgan Stanley routinely enters into a variety of business relationships for which either the Firm receives compensation or pays for services, and such business relationships may include the named Service Provider(s), its employees or agents, or companies affiliated with the Service Provider(s). The views, opinions, guidance or advice provided by My Secure Advantage and/or their financial coaches (who are not Morgan Stanley employees) are solely those of their own, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice.

Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you.  Please consult with a Morgan Stanley Financial Advisor to understand these differences or visit our web site at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf or contact us at 866-866-7426.

Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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