Solutions for businesses and institutions

Invest in your employees – and your organization

Selecting and implementing an institutional or retirement plan that aligns with your unique mission is a complex process, but one that can be made easier with the help of the right partner.

Find a specialist advisor

Specialized solutions with specialized support to powerfully invest in your organization

A Raymond James retirement plan or institutional consulting advisor can oversee many of the components necessary to a comprehensive investment strategy designed to meet your fiduciary needs and obligations. With an institutional investment advisor, you can feel confident that everything from strategy development and investment research to reporting an oversight is working for you and your organization.

Clients we serve

We serve businesses of all sizes and offer consulting support for institutional and nonprofit clients.

  • Large corporations
  • Government entities
  • Foundations
  • Small to mid-size businesses
  • Nonprofits
  • Associations
  • Municipalities
  • Insurance companies

Solutions we offer

We provide a variety of retirement planning solutions to choose from with your advisor’s support.

  • 401(k) plans
  • Defined benefit plans
  • Pension plans
  • Taft-Hartley plans
  • Money purchase
  • Profit-sharing plans
  • 403(b) and 457 plans
  • Cash balance plans
  • SEP plans
  • SIMPLE IRA plans
  • Owner-only plans
  • Non-qualified deferred compensation plans

Plan feature and benefits

Explore the benefits of working with a retirement plan and institutional consulting advisor, along with the many services available.

  • Tax advantages
  • Employee retention
  • Customized options
  • Investment choices
  • Plan design and set up
  • Plan administration
  • Advanced platforms with flexible options
  • Compliance and regulatory support
  • Employee and regulatory support

Ready to get started?

Find a specialist advisor

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J.D. Power 2025 U.S. Investor Satisfaction Study, which measures overall investor satisfaction with investment firms, was released 3/20/25, based on investors surveyed 1/24-12/24, who may be working with a financial advisor. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. The study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. J.D. Power is not affiliated with Raymond James. For J.D. Power 2025 award information, visit jdpower.com/awards.

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