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SHRM Statement of Services

SHRM Statement of Services

Is Your DC Plan Retirement Ready?

Is Your DC Plan Retirement Ready?

Guide to Building a Financial Wellness Program

Guide to Building a Financial Wellness Program

Principles of investing

Principles of investing

Longevity Planning Thrive Guide

Longevity Planning Thrive Guide

SHRM 401(k) Solutions by Raymond James

SHRM 401(k) Solutions by Raymond James

5 Ways Raymond James Can Help – Existing Retirement Plan

5 Ways Raymond James Can Help – Existing Retirement Plan

5 Ways Raymond James Can Help – New Retirement Plan

5 Ways Raymond James Can Help – New Retirement Plan

Benchmarking Your Plan

Benchmarking Your Plan

Enrich by Raymond James Fact Sheet

Enrich by Raymond James Fact Sheet

SECURE 2.0 Whitepaper

SECURE 2.0 Whitepaper

Guide to Managing Fiduciary Risk Obligations

Guide to Managing Fiduciary Risk Obligations

Primer on Plan Design Considerations

Primer on Plan Design Considerations

Guide to Complying with Plan Audits

Guide to Complying with Plan Audits

Employer Guide to Promoting Employees’ Financial Independence

Employer Guide to Promoting Employees’ Financial Independence

What to Expect from your Retirement Plan Advisor

What to Expect from your Retirement Plan Advisor

5 Habits of 401k Millionaires

5 Habits of 401k Millionaires

What Keeps You Up At Night Checklist

What Keep You Up At Night Checklist

Take your plan to the next level

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC.

© 2025 Raymond James Financial Services. Inc., member FINRA / SIPC.

SHRM 401(k) Solutions by Raymond James is a branding name for the agreement between SHRM and Raymond James where Raymond James offers SHRM audiences with 401(k) retirement plan services. SHRM is a current client of Raymond James.  SHRM receives cash compensation from Raymond James when a SHRM member, via introduction by SHRM, becomes a client of Raymond James.  SHRM’s receipt of cash compensation creates an incentive for SHRM to market investment advisory services of Raymond James.  Raymond James is not affiliated with SHRM. SHRM does not offer investment advisory services.

The following links contain information about Raymond James (ADV PART 2A) and how SHRM works with Raymond James (Solicitor Disclosure) and should be read carefully:

Raymond James IFS Form ADV 2A

Solicitor Disclosure

Corporate Advisors Group is not a registered broker/dealer or investment adviser, and is operated independently of Raymond James Financial Services, Inc., Raymond James Financial Services Advisors, Inc., and Raymond James & Associates, Inc. (collectively with their affiliates, “Raymond James”).

Securities offered through Raymond James Financial Services, Inc., or Raymond James & Associates, Inc., each a broker/dealer registered with the Securities and Exchange Commission (SEC). Investment advisory services offered through Raymond James Financial Services Advisors, Inc., or Raymond James & Associates, Inc., each an investment adviser registered with the SEC.

Links are provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions 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.

The material and content on this website has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

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