About Us

We are an independent consulting group offering corporate benefits and services through Raymond James Financial Services. We are a team that is dedicated to meeting the needs of corporate clients in all areas of employee benefits.

Consulting proactively with you, the plan sponsor, our approach is to work with your existing provider to help you bring your plan's costs, investments and features up-to-date with current regulatory and industry standards. If it is not feasible for you to bring your existing plan into compliance, we will help you conduct an extensive vendor search to find the appropriate platform for you and your employees.

We will continually monitor your plan's investments. As the plan sponsor you are responsible for the plan as a plan fiduciary. You should work to keep current with legal issues and industry standards that may affect your responsibility. In addition, we will help develop an ongoing education program for your participants, paying close attention to each person's individual goals.

Contact us today at 1-866-357-401k for a no-obligation consultation on how we can assist you, your company and your employees.