BENEFITING YOUR FUTURE and your benefits plan

Employers have a renewed focus on benefits as they seek to attract and retain talent in a competitive labor market. Removing the heavy burden of retirement plan management ensures quality and service – and prioritizes your employees. You have many responsibilities. Let us take care of this one for you.


Our mission is to help your employees make progress toward their financial goals while improving your fiduciary protection* and helping you reclaim your time. You can feel confident in the sound advice and quality service from a partner that puts your business and its employees first. Explore your options with SHRM401(k) Solutions by Raymond James.

84% of workers identify more with attaining financial independence than a traditional retirement.* * Source: PwC 2021 financial wellness study, 19th annual Transamerica Retirement survey of workers., Franklin Templeton’s 2022 Voice of the American Worker survey