Dennis Collins Donna Chapel Stephen West Jarret Jacobus Nicole Rockett
We put ourselves in your shoes.

Have you ever wondered:

Is my retirement plan design still appropriate?

Do I have a good process for monitoring my plan investments?

Do my employees understand the benefit?

Will my company retirement plan allow myself or my employees the retirement we want?

Am I fulfilling my fiduciary responsibilities?

Retirement plans can be complicated. Our team of professionals can assist in the ongoing responsibilities you have as a retirement plan sponsor. Whether you are starting a new plan or could use help with your current retirement plan, our experienced team is here to help.

Retirement Plan Services



Plan Consulting

Our goal is to take the complexity out of sponsoring a workplace retirement plan. An efficient design of your retirement plan combined with a periodic review can make sure your plan is working as effectively as possible. We'll help you evaluate your service providers and their fees to make sure your plan is a good value for the costs you pay.

Investment Services

We can't all be experts on investments and many plan sponsors don't want to be. We will help retirement plan fiduciaries develop an investment policy that helps in making prudent investment choices for your plan. We will work with your team and help develop processes that simplify your requirements. Our services include the selection of investments and the ongoing monitoring of investment performance and fees.

Participant Services

Participant inquiry resolution, enrollment meetings, education meeting, fee and expense education, individual participant meetings. You and your employees want to be ready for retirement, but they may have questions on how to get there. We will help you develop a plan that will educate employees, assist them in getting enrolled, and help them understand their retirement benefits. We can be the go-to source for your employees' inquiries and questions on your plan. In addition, we can meet with your participants individually to help meet their specific needs.

Raymond James does not offer tax or legal advice or services. Please consult a qualified professional to discuss these matters.