Retirement Plan Consulting Services

We offer the following services to help your firm establish its ideal retirement plan:

  • Act as investment fiduciary to plan
  • Act as fiduciary to participants
  • Participant Communication Strategy Development
  • Employee meetings
  • Individualized employee advice
  • Investment policy development
  • Investment monitoring
  • Participate in plan committee meetings
  • Investment replacement/manager searches
  • Asset allocation modeling
  • Plan design consulting
  • Compliance Review
  • Vendor Searches
  • Provider fee & service reviews
  • Provider management and oversight

This site is published for residents of the United States only. Raymond James’ financial advisors may only conduct business with residents of the states 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.

© Raymond James & Associates Inc, member New York Stock Exchange/SIPC