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Retirement Plan Services

Develop and maintain a successful retirement plan for your organization.

  • Advisory and consulting services
  • Ongoing support and management

Find a Retirement Plan Specialist

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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

  • {273} Insurance is offered through Simmons First Insurance Services, Inc. and Simmons First Insurance Services of TN, LLC.

  • {275} Investment and Insurance Products are: Not a Deposit • Not FDIC Insured • Not Insured by Any Federal Government Agency • Not Bank Guaranteed • May Lose Value