Plan Types and Provisions


Retirement plans should be designed to meet the specific needs and objectives of the employer. No single plan design is right for all companies. Stephens Retirement Services experts will assist you in determining which retirement plan option will best serve your organization's needs and long-term objectives.

The first step in selecting the best plan for you is to determine which type of plan will most effectively meet employer objectives when considering employee demographics and budget constraints. The retirement provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) have increased the opportunities for effective plan design.

Stephens' experienced representatives will take the time with your company to truly understand your situation and to propose a retirement program that best serves the needs of your employees and the long-term fundamental growth needs of your organization.

Plan Types & Provisions will help you understand the types of retirement plan options. The guide provides an overview of retirement plan types and provision descriptions. Please contact your SCM Financial Consultant for a complete evaluation of your retirement plan needs.

An Online Guide to Retirement Plans

Stephens' online Types of Plans & Provisions Guide to retirement plans contains important information on the many retirement plan options available to you. The guide provides brief descriptions of provisions in the following Retirement Plan Types:

Expert Consultation & Planning

We can help design, implement and maintain the plan that best fits your company's needs and long-term growth strategies. Contact your SCM Financial Advisor for a personal consultation.