Handler Investment Consulting Group of Raymond James
Our Firm in the Press

The PLANADVISER Top 100 Advisers

Forbes Magazine
Helping Plan Participants Retire With Dignity

— Read the Article —
All the services and support a successful retirement plan requires

There are many working parts to an employer retirement plan, 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 planning resource and assist in the complete range of services necessary for a well-run retirement plan.

Our total plan support includes:

  • Corporate retirement plan consulting
  • Unbiased selection of institutional funds
  • Sophisticated investment monitoring and analysis
  • Comprehensive vendor searches for plan sponsors
  • A 27-step “best practices” within the industry today and our particular attention to ERISA 404(c) and behavioral finance 
  • Educational on-site enrollment meetings
  • A toll-free number for participant advice
  • Corporate college saving (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.

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 Advisers is an annual listing of the retirement plan advisers and adviser teams that stand out in the industry in terms of a series of quantitative measures such as qualified plan assets under advisement (AUA) as well as the number of plans under advisement. We also call attention to those who have more than 20% of their practice focused on 403(b) plans, 457 plans, defined benefit (DB) plans or nonqualified plans.

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

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