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Retirement Planning

Bank of the Ozarks can assist you in developing a sound retirement strategy. Whether you are opening your first retirement account, making an annual contribution, transferring or converting an existing account or rolling over an employer-sponsored retirement plan, we have a number of solutions to meet your particular retirement situation.

Individuals

• Rollover company retirement plan assets into a Rollover IRA that will allow the assets to maintain tax deferred status.
• Consolidation of substantial IRA accounts into one account for ease in implementing your investment plan
• Professional management and advice for a surviving spouse receiving lump sum distributions from deceased spouse's retirement plan
• We provide the calculation and payment of required minimum distributions

Business Owners & Self-Employed Individuals

• A Simplied Employee Pension plan, or SEP, allows you to make contributions toward your retirement through an IRA with limited paperwork and relatively high contribution limits.

Employee Benefit Services

Retirement plans offer many attractive benefits to employers by helping to retain experienced employees, attract qualified employees, and provide tax benefits through the deductibility of employer contributions.

Whatever the size of your company, Bank of the Ozarks, offers a broad array of qualified plans including Keoghs, Profit Sharing, Money Purchase, and Defined Benefit plans. We can provide professional investment management and advice to ensure that the plan's assets are invested for the future benefit and security of the plan participants.