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’s and Raymond James where Raymond James offers SHRM audiences with 401(k) retirement plan services. SHRM is a current client of Raymond James. SHRM receives cash compensation from Raymond James when a SHRM member, via introduction by SHRM, becomes a client of Raymond James. SHRM’s receipt of cash compensation creates an incentive for SHRM to market investment advisory services of Raymond James. Raymond James is not affiliated with SHRM. SHRM does not offer investment advisory services.

The following links contain information about Raymond James (ADV PART 2A) and how we work with SHRM (Solicitor Disclosure) and should be read carefully:

Corporate Advisors Group is not a registered broker/dealer or investment adviser, and is operated independently of Raymond James Financial Services, Inc., Raymond James Financial Services Advisors, Inc., and Raymond James & Associates, Inc. (collectively with their affiliates, “Raymond James”).

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.

Links are 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. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.