Retirement Plans

We know that offering an employer-sponsored retirement plan is critical to attract and retain top talent.  Stifel offers a broad range of services to create and implement a plan that is right for your business and your employees, including assistance in addressing your fiduciary responsibilities, investment selection and monitoring, and fee and expense management.

The following are some of the more popular types of retirement plan options:

• Profit Sharing Plan
• Money Purchase Pension Plan
• 401(k) Plan
• 403(b) Plan
• 457 Plan
• ESOP (Employee Stock Ownership Plan)
• SIMPLE IRA (Savings Incentive Match Plan for Employees)
• SEP IRA (Simplified Employee Pension Plan)

With so much at stake, large and small companies from a variety of industries turn to Stifel to assist them with their retirement plan needs. Whether you require creative plan design, assistance with product selection, plan implementation, an employee communication initiative, a fee analysis, or investment review, Stifel has the experience and resources to help you, your company, and your valued employees in pursuing long-term financial objectives. Our retirement plan professionals can assist you in evaluating plan options and choosing the plan that best meets your needs.