The Easier Way
Our Value To You
With our scale of operations and ability to offer competitively priced investments, we help you save money
We are there to help you with the legal and compliance aspects of your 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.
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.
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 Thoughts Exactly
Did you know that small business drives over 95% of the U.S. economy and employs over 60% of the workforce, yet less than half offer their employees a retirement plan1?
By starting a new retirement plan, you have the unique opportunity to start from strength, without legacy headaches and challenges. We have learned a lot since the first 401(k) was introduced nearly 50 years ago
Why now may be the time to consider reenrollment Today, people are living longer, with more time spent in retirement: …
As a plan sponsor, your 401(k) participants depend on you to help create the retirements they envision. The good news …
As an employer and sponsor of a retirement plan, your company shoulders a great many responsibilities. Among them: listening to …
Sponsoring a retirement plan is one of the more challenging endeavors an employer can undertake. However, the advantages of offering …
Ensuring that a plan’s fees costs are “reasonable” is one of the principal duties of a retirement plan fiduciary. This …