The MKP Group

OUR MISSION STATEMENT

To help our clients manage today's world while planning for tomorrow

Our Story and Services

Comprehensive Wealth Managment

For more than 30 years, the MKP at Morgan Stanley has been helping corporations, institutional investment committees, business owners and individual families achieve their specific financial goals in today’s complex global marketplace.

Our wealth management and institutional consulting practice covers the full spectrum of investment strategies and solutions:

For institutions and corporations, we provide tailored retirement plan consulting services, along with the necessary processes and systems to help them meet their fiduciary responsibilities.    

For families seeking wealth planning guidance, we serve as their “personal” chief financial officer, creating a comprehensive roadmap that seeks to ensure financial success.

At the MKP Group, our mission is to inspire you to be confident in your financial decisions.  As a highly regarded team of seasoned wealth management professionals, we take great pride in going the extra mile to make a real difference in our clients’ lives. We know how hard you are working to achieve your goals, and we will work even harder to help ensure your wealth will lead to continued prosperity.

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Services Include

  • Corporate Retirement Plans
  • Corporate Cash Management
  • Corporate Pension Funds
  • Wealth Management
  • Financial Planning
  • Executive Benefit Services


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Plan Sponsors

Our clients tell us they engage with us primarily for two reasons:

They express concern over the Corporate and Personal Liability in their role as Fiduciaries of their employees’ retirement assets. The risk has been illustrated time and time again through increased litigation encompassing many retirement plan sponsors.

Pragmatically, it is in their best interests for their employees to be able to enjoy a financially secure retirement at a normal retirement age. Any delay in retirement by their employees carries an additional financial burden in terms of higher wages, increased healthcare and disability premium costs.

Our services and processes are designed to address both of these concerns for all of our current and future clients.

Services

  • Fiduciary Liability Management    
  • Investment Selection and Monitoring 
  • Plan Design Strategies
  • Retirement Plan Management and Governance   
  • Recordkeeper Selection/RFP Management
  • Plan Expense Oversight and Management 
  • Employee Education and Engagement


 




Click here to read the latest Plan Sponsor Insights newsletter.

Plan Sponsor Insights is a quarterly newsletter designed to provide timely and pertinent industry and legislative information to retirement plan sponsor clients and prospects. Topics in this edition include: Considering a Roth 401(k)?, Tax Relief for Hurricane Victims, Small Plan Audit Waivers, and Recent Developments. 


Workplace Wealth

One-on-One Financial Planning for your entire company

Morgan Stanley Workplace Wealth Solutions is a corporate financial wellness program that aims to improve your employees’ financial wellbeing through capabilities that helps address the complex challenges they face in managing their wealth.

Our tailored financial wellness program is designed to bolster your organization’s current benefits program. We provide your employees with access to vital wealth management programs, including wealth education, financial planning, corporate executive services and tax planning and preparation services.

By matching your employees with experienced Morgan Stanley Financial Advisors, we can empower them to preserve and grow their wealth now and for future generations.




What is Morgan Stanley's Workplace Wealth Program

The Employee Experience

The C-Suite Program


Executive Services

Due to the benefit limits of 401(k) and other qualified retirement plans, occasionally our clients need to explore additional benefit plans for their owners, executives, and/or other highly compensated employees. We are experienced in providing guidance in the structure and funding of the following alternatives:

 

Non-Qualified Deferred Compensation Plans

Employee Stock Option Plans

Captive Insurance Plans

Cash Balance Plans


Awards

Awards

  • 2018 - "Young Gun" - Top Retirement Plan Advisors Under 40 - National Association of Plan Advisors - Joseph T. Matis
  • 2017 - Top DC Advisor Firms - National Association of Plan Advisors - The MKP Group at Morgan Stanley
  • 2017 - Top 401 Retirement Plan Advisors - Financial Times - Joseph M. Matis
  • 2017 - "Young Gun" - Top Retirement Plan Advisors Under 40 - National Association of Plan Advisors - Joseph T. Matis
  • 2016 -"Young Gun" - Top 50 Retirement Plan Advisors Under 40 - National Association of Plan Advisors - Joseph T. Matis
  • 2015 - Top 401 Retirement Plan Advisors - Financial Times - Joseph M. Matis
  • 2015 -"Young Gun" - Top 50 Retirement Plan Advisors Under 40 - National Association of Plan Advisors - Joseph T. Matis
  • 2013 -Top Wealth Managers in Indianapolis - Indianapolis Monthly - Joseph M. Matis
  • 2013 -Top Wealth Managers in Indianapolis - Indianapolis Monthly - Joseph T. Matis
  • 2010 - Top 100 Plan Advisors -- PlanAdviser Magazine - The MKP Group

Location

Location

  • 111 Monument Circle
  • Suite 3100
  • Indianapolis, IN 46204


    Meet The MKP Group

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact The MKP Group today.

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