Multigenerational Views on Retirement and the Impact of SECURE 2.0

Invested at Work

Did you know that for the first time ever, there are five generations of employees in the workforce? This range of demographics means your employees may have vastly different views on retirement. Managing Director for Morgan Stanley at Work, Tom Conlon explains how to address the multigenerational retirement needs of your employees, plus, how SECURE 2.0 may affect their retirement planning.

Visit MorganStanley.com/atwork for more insights on workplace financial benefits.

Invested at Work is brought to you by Morgan Stanley at Work, produced by StudioPod Media. Our executive producers are Fiona Kelsey, Lisa Boyce, and TJ Bonaventura. Our producer is Clarissa Marks, our engineer is Alejandro Ramirez, and our writer is Dan Pelberg.

Not all products and services are available in all jurisdictions. This material has been prepared for educational purposes only. Morgan Stanley Smith Barney, LLC, and its financial advisors and private Wealth advisors do not provide any tax or legal advice. Consult your own tax or legal advisor before making any tax or legal related investment decisions. Morgan Stanley at Work Services are provided by Morgan Stanley Smith Barney, LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

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