Share Information

It’s quick and simple, but the benefits can be meaningful – to both your company and your employees!

Share some basic information about your organization and we will provide a report that illustrates ways to improve or create a powerful retirement plan.

    Company Info

    Contact Info

    Plan Info

    ( You are allowed to upload word document, PDF and Excel file )

    The links below contain important information about the qualifications and business practices of Institutional Fiduciary Solutions (“IFS”), an operating division of Raymond James & Associates, Inc. (“RJA”), RJA and Raymond James Financial Services Advisors, Inc. (“RJFSA”) (collectively, “Raymond James”), and certain disclosures required by Rule 206(4)-3 of the Investment Advisers Act of 1940 (the “Disclosure Documents”). By checking the boxes below, you consent to receive electronic delivery of the Disclosure Documents and acknowledge receipt of the Disclosure Documents. You further understand that your consent will remain in effect until specifically revoked or withdrawn. You have a right to obtain a free paper copy of the Disclosure Documents. You may send an email to to request a paper copy.