We understand the challenges business owners and professionals face. The unique needs of your organization are of paramount importance and consequence. This is definitely not the time for some cookie-cutter solution. The professionals at GWS customize the guidance and strategies we offer to each client.
We help plan sponsors manage the dual roles of managing their fiduciary risk, while optimizing their savings benefits for plan participants. We assist with overall plan oversight and documentation, and consult to 401(k), 403(b) and 457 plans, profit sharing plans and cash balance plans.
Because we are willing to take on co-fiduciary responsibility, we stay current with all regulations and statutes that define the conduct of a fiduciary. Our goal is to help plan sponsors provide well-constructed plans that are designed in their participants’ best interests, while minimizing expenses and complying with all Department of Labor and ERISA regulations.
In the business world, everyone is paid in two coins: cash and experience. Take the experience first; the cash will come later.
Harold S. Geneen
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Gateway Wealth Strategies and the bank are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.
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. © Raymond James Financial Services, Inc., member FINRA / SIPC
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CFP® | Certified Financial Planner™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.