Sponsoring a Plan
Stephens Retirement Services is committed to providing plan sponsors of all sizes the highest quality defined contribution or defined benefit plan services available. We offer a wide variety of products and services to meet plan needs at both the sponsor and participant levels.
Our retirement specialists can coordinate everything involved in the retirement planning process including:
- Initial Interview and Data Gathering
- Plan Design or Re-Design
- Ongoing Communications
- Implementation
- Enrollment
- Education
- Investment Policy Statement
- Quarterly Reviews
- Annual Reviews
- Compliance Monitoring
Sponsoring a Plan
An Online Guide for Retirement Plan Sponsors
Please take a moment to review the plan sponsorship information contained in our online  Sponsoring a Plan Guide. From strategic planning to recordkeeping and administration, Sponsoring a Plan includes important information for plan sponsors. The guide provides an overview of all aspects of plan development, implementation and maintenance.
Guide contents include:
- Establishing a Plan
- Investment Policy
- Education and Enrollment
- Recordkeeping and Administration
- Compliance and 404(c) Issues
Contact your SCM financial advisor. Stephens Retirement Services is your single source provider for all your organization's retirement planning needs.
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