Handler Investment Consulting Group
Where retirement plan investment committees concur

An investment committee charged with the task of running a qualified or nonqualified retirement plan must come together to make many important decisions – which calls for a substantial degree of reflection and discussion.

One thing committees easily agree on is the crucial need to find a highly experienced retirement plan consultant who can help plan sponsors review all investments and vendors; help plan fiduciaries manage their responsibilities; and help plan participants engage in their own retirement planning.

Handler Investment Consulting Group of Raymond James

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Fiduciary Capability
Gary Handler acts as a 3(21) fiduciary and in certain relationships, may act as a 3(38) fiduciary
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Widespread Industry Recognition
We have been consistently recognized in our industry over many years, a tribute to our level of attention, expertise and service
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Far-Reaching Expertise
Our breadth of capabilities includes qualified and nonqualified plans, 403(b) and 457 plans
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Our recent Accolades

Named 2014 Top 100 Retirement
Plan Adviser
— PLANSPONSOR Magazine, 2006-2014
Forbes Magazine
Helping Plan Participants Retire With Dignity

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Contact our Office

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 sub-segment 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.

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