Sponsoring a Retirement Plan

Recordkeeping and Plan Administration

One of the most difficult aspects of sponsoring a retirement plan for an organization is in the area of proper plan recordkeeping and administration.

Stephens Retirement Services offers plan sponsors advanced recordkeeping and plan administration systems. Plan sponsors can choose from a wide range of services available from simple recordkeeping and trustee services to full plan administration, including document preparation, testing, regulatory filings and corrective recommendations.

Additionally, plan sponsors can choose to make available to plan participants a wide array of interactive Internet services.

Finally, reports can be customized for plan sponsors to accommodate specific informational requirements.

Stephens Retirements Services can help plan sponsors ease the burden of plan administration.