Retirement Plan Services
Develop and maintain a successful retirement plan for your organization.
- Advisory and consulting services
- Ongoing support and management
Your team deserves a team of experts
Our offices in Arkansas, Kansas, Missouri, Oklahoma, Tennessee and Texas bring together a multi-disciplined team approach to serving institutions, corporations, universities, not-for-profits and governmental entities.
The right partner for your organization
Choosing the right partner to help you develop and maintain a successful retirement plan for your organization is more critical than ever. No one individual can keep up with increasingly complex regulations and ever-expanding investment possibilities for retirement plans. Our team of Investment Specialists is ready to support your organization with a carefully crafted, expertly managed retirement plan backed by dedicated service from our team of certified professionals.
Investment Advisory & Consulting Services include:
- Provide 3(21) or 3(38) Investment Manager Services
- Corporate Trustee Services
- Develop or Update Investment Policy Statement
- Fund Manager Due Diligence and Lineup Selection
- Ongoing Investment Monitoring and Reporting – Fees and Performance Benchmarking
- Provide Supporting Information and Data for Fund Changes (Watch status, removals, additions, or noteworthy items)
- Plan Design Recommendations
- Third-Party Participant Recordkeeping Liaison
- Annual Review of Plan Goals and Objectives
- Plan Cost Analysis and Fee Benchmarking
- Ongoing ERISA Regulatory Updates
- Design, Implement and Maintain Employee Education Programs
- Provide Participant Recordkeeping Due Diligence and Vendor Search
Simmons Bank Institutional Wealth offers Investment Advisory & Consulting Services for a wide range of employer-sponsored retirement plans, including:
- 401(k) Plans
- Profit Sharing Plans
- Money Pension Plans
- Cash Balance Plans
- 403(b) Plans
- Defined Benefit Pension Plans