Our Value To You
Cost
Savings
With our scale and ability to offer competitively priced investments, we help you save money
Fiduciary
Protection*
We are there to help you with the complex legal and compliance aspects of your retirement plan
The Right
Partner
With a combination of experience and demonstrated results, we can be the right partner for you
*As set forth in, and subject to, applicable agreements.
See How Your Plan Stacks Up
Having us conduct an objective benchmarking of your plan can help you see if your plan’s design still meets your requirements. It can evaluate how your investment platform is performing compared to others, if your provider’s services are competitive, if you are meeting your fiduciary responsibilities, whether your plan participants are receiving sufficient information, and if the fees you are paying are reasonable.
Our Trusted Partners
Raymond James does not endorse any of the above companies. With the exception of NWPS, Raymond James is not affiliated with the above companies.
Our Thoughts Exactly
When Should You Retire Your Simple IRA?
When Should You Retire Your Simple IRA? In 1996 the Savings Incentive Match Plan for Employees (aka SIMPLE IRA) was introduced as an alternative to offering a 401(k) plan. Yet
Help Improve Employees’ Retirement Outcomes
Why Now May Be the Time to Consider Reenrollment Today, people are living longer, with more time spent in retirement: Average U.S. life expectancy was 79 in 2015 – it
Effective Plan Governance (EPG) Assessment & Scoring Worksheet
Effective Plan Governance (EPG) Assessment & Scoring Worksheet Download the Assessment & Scoring Worksheet now
