A key element to a successful retirement plan is the
establishment of a comprehensive education program for both the
plan sponsor and the plan participants. Such a program ensures that
1) the sponsor is aware of the plan's progress and issues affecting
the plan, 2) participants are able to make informed decisions about
investment selections, and 3) participants are fully aware of plan
features.
Stephens Retirement Services will customize an education program
for your employees to help provide a high level of understanding of
plan provisions. Our personnel are uniquely qualified to conduct
educational seminars as well as meet with employees individually.
Additionally, we will meet periodically with employees to help them
monitor the progress of their plans and to assist in making any
necessary changes. Finally, we will conduct periodic meetings with
the plan sponsor to review participation rates, investment
performance and discuss other pertinent issues.
Stephens Retirement Services will also make seminars available
for employees covering a broad range of investment and financial
topics, such as Asset Allocation Principles, Retirement Planning,
Budgeting, Insurance and Estate Planning, etc.