Your 401(k),
The Easier Way

See How Your
Plan Stacks Up

Our Value To You

Cost Savings

With our scale of operations and ability to offer competitively priced investments, we help you save money

Fiduciary Protection*

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

01_ADP
02_Ascensus
03_Empower
03_Fidelity
05_JohnHancock
07_Nationwide
08_NWPS
09_Paychex
10_TRowePrice
11_Transamerica
12_Vanguard
13_Voya

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.

Get Your Complimentary
Benchmarking Report

Our Thoughts Exactly

Five Reasons to Start a 401(k) Plan

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?

4 Best Practices 4 Employers Starting a 401(k) Plan

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

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: …

Read More “Help Improve Employees’ Retirement Outcomes”

5 habits of successful 401(k) plan sponsors

As a plan sponsor, your 401(k) participants depend on you to help create the retirements they envision. The good news …

Read More “5 habits of successful 401(k) plan sponsors”

Solving Complex Challenges with Simple Solutions

As an employer and sponsor of a retirement plan, your company shoulders a great many responsibilities. Among them: listening to …

Read More “Solving Complex Challenges with Simple Solutions”

Don’t Go It Alone

Sponsoring a retirement plan is one of the more challenging endeavors an employer can undertake. However, the advantages of offering …

Read More “Don’t Go It Alone”

3 Ways to Reduce Plan Costs

Ensuring that a plan’s fees costs are “reasonable” is one of the principal duties of a retirement plan fiduciary. This …

Read More “3 Ways to Reduce Plan Costs”