Welcome to a digital marketplace where plan providers compete for your 401(k) business!

Empower Small Business

We empower small to mid-sized companies to demand more from the retirement industry.

Fully Transparent Cost

We believe in full transparency and provide a cost comparison tool, built specifically to break down the opaque pricing structure that the retirement industry has historically relied upon.

Benchmark Current Cost

You can 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 retirement providers.

You are moments away from saving yourself time and perhaps even saving you and your employees money! Login to our tool today to get started:

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.

T: 833.440.401K (833.440.4015)

1 Crosfield Ave. Suite 102, West Nyack, NY 10994
495 Grand Blvd. Suite 206, Miramar Beach, FL 32550

Raymond James Home Office: 880 Carillon Parkway, St. Petersburg, FL 33706

Legal Disclosures

Privacy, Security & Account Protection

SHRM Solicitors Disclosure

SHRM 401(k) Solutions by Raymond James is a branding name for the agreement between SHRM and Raymond James where Raymond James offers SHRM audiences with 401(k) retirement plan services. Raymond James is not affiliated with SHRM. SHRM does not offer investment advisory services.

Corporate Advisors Group of Raymond James is not a registered broker-dealer or investment adviser.

Securities offered through Raymond James Financial Services, Inc. or Raymond James & Associates, Inc., each a broker-dealer registered with the Securities and Exchange Commission (SEC). Investment advisory services offered through Raymond James Financial Services Advisors, Inc. or Raymond James & Associates, Inc., each an investment adviser registered with the SEC.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.

The material and content on this website has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.