There are many working parts to a corporate retirement plan, with many details and complexities that must be diligently addressed. There can be financial and legal consequences if anything is overlooked or poorly managed, so it is essential for your organization to find the most experienced, professional and objective guidance available. We pride ourselves on being that financial resource and offer the complete range of services necessary to establish and manage a well-run retirement plan.
Our total plan support includes:
- Corporate retirement plan consulting
- Unbiased selection of institutional funds
- Sophisticated institutional fund monitoring and analysis
- Comprehensive vendor searches for plan sponsors
- Academically correct and robust investment performance analytic reviews
- A 27-step Accredited Investment Fiduciary process using “best practices” within the industry today and our particular attention to ERISA 404(c) and behavioral finance
- Educational on-site enrollment meetings
- Financial plans made available to plan participants at no additional cost (Commissions, fees and/or other charges will apply to any investment transactions.)
- A toll-free number for plan participant advice
- Corporate college savings (529) plans
- Retirement, trust, estate and financial planning for plan participants
Frequency of service:
- Quarterly written performance analytic reports
- Quarterly investment performance meetings on site
- Phone conferences at any time at no additional expense
- Custom information, education and enrollment as needed
9595 Wilshire Blvd. // Suite 300 // Beverly Hills, CA 90212 // T 310.285.4503 // TF 844.234.4015 // F 310.285.4545 // Map and Directions 
The "PLANADVISER Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey, fielded each September. A subsegment of the questions was used to determine eligibility for the Top 100. Categories in which advisers compete are determined by the number of advisers and the number of total employees (including support staff). We highlight the quantitative standouts according to the dollar value of qualified plan AUA as well as the number of plans under advisement. The award is not representative of any one client's experience, and is not an endorsement, and is not indicative of advisor's future performance. Raymond James is not affiliated with the Financial Times. Individuals had to have 65 or more plans or at least $500 million in AUA; teams needed to advise at least $1.5 billion in assets or a minimum of 125 plans; and multi-office teams needed to oversee $2.5 billion in plan assets or 200 or more plans.
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 our office for information and availability. © Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Privacy Policy | Legal Disclosures
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