Stephens Retirement Services offers a full range of retirement
products and services for businesses ranging in size from as few as
five employees to corporations with several thousand employees and
multiple locations. Our expert representatives specialize in
providing education, enrollment, consulting and investment services
for retirement plan sponsors and participants. We work to stay
abreast of development in this rapidly changing and highly
specialized field.
Stephens Retirement Services has formed alliances with local,
regional and national service providers. These alliances allow us
to bring top-quality services and products to plan sponsors. We
continually "shop the market" for the most competitive offerings
available.
Our focus on employee education, our wide array of competitive
investment options and our alliances allow for complete
recordkeeping and administrative to be provided, which makes
Stephens and the alliance partner, your team for retirement
products and services.
StephensChoice is a proprietary process of selection and
monitoring of actively managed mutual funds. Our objective is to
build a "Best of Breed" portfolio of actively managed funds across
an array of asset classes.
To simplify the asset allocation decision for investors, our
investment professionals have developed five Lifestyle Asset
Allocation Models that provide appropriate allocations for the risk
tolerance and time horizons of typical investors using the actively
managed funds identified through the StephensChoice process.
Retirement Planning Tools
SouthEastern Employee Benefit
Services
Sponsoring a Plan
For plan sponsors, the guide provides important information on all
aspects of plan sponsorship including design, implementation and
maintenance.
Plan
& Provisions
Understand retirement plan options is the first step in selecting
the best plan for your organization. The guide provides a brief
description of retirement plan types development, implemenation and
maintenance.
Investing & Planning for
Retirement
Does your company plan provide for your personal retirement needs?
Investing & Planning for Retirement shows you how to evaluate
your retirement planning financial strategies and lifestyle
needs.