Your 401(k), The Easier Way
Our mission is to help your employees make meaningful progress towards their financial goals, all while saving you time and improving your fiduciary protection.
Cost Comparison Simplified
Our Powerful cost comparison tool allows 401(k) providers to compete for your business with an experience that will take you just minutes. See quotes from several providers, and compare.
Our Value To You
Cost
Savings
With our scale and ability to offer competitively priced investments, we help you save money
Fiduciary
Protection*
We are there to help you with the complex legal and compliance aspects of your retirement 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.
Your 401 Advo(k)ate
We recognize that retirement planning is one of the most important challenges facing employers today. The role of the employer continues to evolve and companies are in need of fiduciary services and guidance to help their employees be successful. Our primary objective is to help employers and employees meet their long-term financial objectives. We provide the following services to our clients:
- Digital marketplace for provider search, analysis and selection
- Investment menu design and management
- Online fiduciary vault for documentation and record management
- Leadership training and employee plan education
- Ongoing financial wellness tools and education for employees
Our Trusted Partners
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
Stac(k)s 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.
Did you know that the smaller the plan size, the higher the fees to run the plan? In fact, on average a plan with $1MM in plan assets pays fees that are over 40% MORE expensive than a $10 million plan.
Source: 401k Book of Averages, 2020
Understanding New Plan Tax Credits: Even More Reasons to Start a 401(k) Plan
The federal government has made starting a new 401(k) plan even sweeter in 2023. If you are a “small” business owner who does not currently offer a workplace retirement plan
Raising smart spenders and savers
Talking to kids about money can be awkward, but it’s important. That’s the takeaway from a recent T. Rowe Price survey, which showed that parents consider topics like death and
Pay down debt or save for retirement?
Save by reducing debt: Paying less in interest An important part of building financial resilience is reducing the amount of debt you are carrying. A you pay down debt there
