Guardian plan joins Morgan Stanley retirement platform


PRESS RELEASE: The following content has been reprinted in whole or part from a company-supplied press release.

The Guardian Insurance & Annuity Company, Inc., a wholly-owned subsidiary of The Guardian Life Insurance Company of America, announced that Morgan Stanley, which operates the industry’s largest wirehouse retirement platform, has included The Guardian Advantage and The Guardian Choice funding vehicles in its suite of retirement products. In addition to joining Morgan Stanley’s sales platform, Guardian has also been selected to participate in Morgan Stanley’s Sales & Training Provider Program.

“We are extremely excited that a market leader such as Morgan Stanley is providing Guardian retirement products through its national distribution network,” said Michael B. Cefole, Senior Vice President of Guardian Retirement Solutions. “Ninety percent of all plans in the 401(k) industry are in the small-plan market and a recent Guardian survey uncovered that 65% of financial professionals polled believe there is a large opportunity in this space. The Morgan Stanley platform allows Guardian to significantly extend our reach in this segment, which continues to be considerably underserved and holds vast prospects.”

The expansion into Morgan Stanley caps off a year of enhancements to Guardian’s product, service, and sales platform. Highlights include broadening the investment options available, increasing the national sales team, earning the J.D. Power Call Center Certification award for the third consecutive year, launching a national series of educational seminars for financial professionals, and developing an enhanced enrollment magazine.

Cefole continued: “Joining forces with Morgan Stanley provides accessibility to our full scope of retirement solutions to small-plan sponsors across the nation. We continue to extend our reach across the RIA, broker-dealer and benefit broker segments to solidify our position as the country’s go-to provider of group retirement products in the micro- to small-plan market.”

Guardian also launched a new website – – that provides participants with a variety of educational tools to help them better understand their own investing styles and information about how to maximize their retirement planning.

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