Our goal is to empower retirement plan sponsors with the knowledge to make smart decisions on behalf of their employees.  We focus on the underserved….the small to mid-sized companies who are often paying more than they should and getting less service for it.

We believe in full transparency and are very excited to offer you access to this cost comparison tool, built specifically to break down the opaque pricing structure that the retirement industry has historically relied upon.  Welcome to a marketplace for shopping your plan’s recordkeeping and administrative services.  Further, you have an opportunity to benchmark your plan by adding your current cost.  If you don’t have it handy – not to worry – you can still share your preferences for services and receive pricing from vendors competing for your business.

All service provider bids will include Raymond James’s discretionary investment advisory service whereby we act as a 3(38) fiduciary taking on full responsibility for your plan’s investment line-up.  You are moments away from saving yourself time and perhaps even saving you and your employees money!

Contact Us For An Easier Retirement Plan




    Contact Us For An Easier Retirement Plan