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.
Investment selection and management
Through this partnership, Raymond James will work as your investment manager to manage, select and monitor investment offerings for your employees.* This reduces your responsibility and risks related to menu selection, enabling you to focus on the higher-level strategy for your retirement benefit plan.
*As set forth in, and subject to, applicable agreements
While employers always hold a fiduciary/stewardship role as the 401(k) plan sponsor, through this partnership you can outsource the investment management and plan administration roles, relieving you of these time-consuming, complicated and day-to-day duties.
Employee Financial Progress
Empower your employees to make financial progress through your 401(k) plan. Our approach to employee education aims to boost financial wellness through customized tools that meet employees where they are today. Your employees will benefit from programs and guidance informed by 60 years of wealth management experience from a firm that puts people first.