Ownership Interests
Stephens will never ask clients or prospective clients for personal or financial information, or provide investment advice, via social media, or WhatsApp.
If you have any questions or concerns about someone from Stephens contacting you, please call your Stephens Representative or reach out to us via our Contact Us form.
We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.
We are a family-owned financial services firm that values client relationships, long-term stability, and supporting the communities where we live and work.
The idea of family defines our culture, because each of us knows that our reputation is on the line as if our own name was on the door.
Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.
We are committed to bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.
Stephens is proud to sponsor the PGA TOUR, LPGA Tour, and PGA TOUR Champions careers, as well as applaud the philanthropic endeavors, of our Brand Ambassadors.
Stephens is the official investment banking partner of Williams Racing, one of the most winning teams in F1 history. We share that tradition of success.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
Ownership Interests
New Tool Helps Reclaim Forgotten Retirement Accounts
Did you know that many Americans forget about their retirement accounts? It’s true and it’s not insignificant, an article in 401kSpecialist magazine states “As of May 2023, there was an estimated 29.2 million forgotten or left-behind 401(k) accounts in the U.S., representing $1.65 trillion in assets.” The article also says the 29 million is a 20% increase in just two years.
Retirement Savings Lost and Found Database from the DOL
As part of the SECURE Act 2.0, the U.S. Department of Labor has launched a valuable new resource for retirement savers: the Retirement Savings Lost and Found Database. This secure, online tool is designed to help individuals locate old or forgotten retirement accounts—such as 401(k)s—that may have been left behind after changing jobs.
Why This Retirement Recovery Tool Matters
With frequent job changes becoming increasingly common, many workers lose track of employer-sponsored retirement accounts. These accounts often remain untouched for years, potentially missing out on growth and complicating retirement planning. The Retirement Savings Lost and Found Database aims to solve this issue by providing a simple way to search for and recover those accounts.
How to Find a Lost Retirement Account in the Database
Accessible at lostandfound.dol.gov the database allows users to search for retirement accounts linked to former employers. To use the tool, you must create a secure login through Login.gov, the federal government’s centralized sign-in service.
To set up an account, you will need:
Once logged in, the system will search a national registry of retirement plans and provide contact details for any accounts associated with your employment history.
Exploring the Tool and What You Should Do Next
Even if you're uncertain whether you’ve left an account behind, a quick check can offer peace of mind—and possibly help you recover lost retirement savings. We encourage everyone to visit the tool, especially those who have changed jobs over the years.
If you identify a forgotten account or need help consolidating your retirement assets, please contact our team to discuss your options and ensure alignment with your overall financial strategy.
