Having worked with a benefits consulting firm, we understand how corporate retirement benefits can fit into the benefit objectives of a corporation. We also are keenly aware of how retirement plans can favorably impact healthcare costs.
Our team is part of Raymond James’ Retirement Plan Advisory Council, a select group of advisors with experience and credentials to offer a higher level of service to retirement plans. Please visit www.raymondjames.com/rpac for more information on our capabilities and service commitments.
We believe our retirement plan offering is very competitive for the following reasons:
We also have expertise in designing executive benefit programs for your core leadership team. We have accommodated many objectives including: maximizing tax favored contributions to key employees, helping to attract/retain key employees, and incentivizing key employees without share dilution.
Whether you’re looking for assistance in overseeing your current plan or implementing a new one, our team offers the attention and resources to guide you through every step, helping you distinguish among seemingly endless investment options, stay current with regulations and fiduciary responsibilities, as well as educate plan participants on their options.
Having partnered with institutions of varying sizes and industries, we understand how important it is to maximize plan benefits while staying tax efficient. We utilize strategies designed to ensure your plan serves both your needs as an institution, as well as those of your constituents.
Your responsibilities are substantial, and – without additional support – your duties as a plan sponsor can easily absorb precious time. We aim to serve as a seamless extension of your office, providing the support necessary to allow your leaders to focus on growing and advancing your business. Through every phase, we work closely with you to help ensure your retirement plan remains aligned with your preferences as an institution, always propelling you toward your corporate mission.
We have experience establishing and overseeing a variety of qualified retirement plans and non-qualified deferred compensation plans.
We understand how important it is to maximize plan benefits while staying tax efficient, and we utilize strategies designed to ensure your plan serves both your needs as an institution, as well as those of your constituents.