As a trusted advisor to employer-sponsored retirement plans of all types and sizes, the Handler Investment Consulting Group of Raymond James (HICG) has been helping organizations with retirement plans for their employees for 25 years. HICG consults on retirement programs with combined assets in excess of $1 billion.
The clients we serve include corporations – 401(k), 403b, 457, nonqualified plans, defined benefit plans, nonprofits, educational facilities – private and public retirement plans, Taft-Hartley plans, municipalities, foundations and endowments. We believe plan sponsors appreciate the exceptional service and fiduciary credentials Gary Handler brings to every client relationship.
The vital functions HICG performs include reviewing plans, assisting in the creation of an investment policy statement, reviewing investment options, evaluating third-party vendors, generating quarterly analytic reports that measure performance versus benchmarks, providing ERISA 3(21) fiduciary services (and may provide ERISA 3(38) fiduciary services in some cases), and helping with educational endeavors. We also make financial plans available to plan participants at no additional cost.
For professional, objective and highly qualified financial guidance, there is one group you can count on with confidence – the Handler Investment Consulting Group.
