Our mission is to help your employees make meaningful progress towards their financial goals, all while saving you time and improving your fiduciary protection.

Our Value To You

Cost Savings

With our scale of operations and ability to offer competitively priced investments, we help you save money

Fiduciary Protection*

We are there to help you with the legal and compliance aspects of your 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 is not affiliated with and does not endorse 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

Our Thoughts Exactly

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Contact Us For An Easier Retirement Plan

    Contact Us For An Easier Retirement Plan