Collective wealth calls for choice
With your responsibility to provide others targeted options to better their future, an experienced and connected guide can help you be prepared at every turn. That’s why serving clients with fiduciary responsibilities is designed for optimal outcomes – focusing on research and participants, high-touch plan integration, and ongoing guidance.
Explore Services
We can help you understand which plans to consider, their potential impact and alignment to your overall goals.
Pensions
Profit Sharing
Qualified Plans
Nonqualified Plans
Regulatory
Tax Efficiency
Recordkeeping
Your Strategic Partner
We help ensure you never question that the value of the wealth you manage is matched by our tailored guidance and constant support. Our partnership is assisted by the global resources of Raymond James – to help you create, implement, and maintain the corporate retirement plans you’re entrusted to care for, all with negotiating power and fee sensitivity. See the five habits of successful 401(k) sponsors
How We Help
Confidence for Corporations
Let’s create a plan to simplify the complexities that come with:
- Regulatory compliance
- Plan design and administration
- Fiduciary responsibilities
Guidance for Government Agencies
Our team understands how to balance the competing needs of:
- Pension funding and sustainability
- Investment governance and oversight
- Budgetary pressures
Planning for Professional Service Firms
Your custom plan should take into consideration:
- Succession planning and executive benefits
- Compensation structure and equity ownership
- Technology and innovation in retirement planning
Navigating Plans for Nonprofits
We’re well-equipped to support mission-driven organizations with:
- Mission alignment and ethical investing
- IRS regulation compliance
- Legal and fiduciary responsibilities
You should discuss any tax or legal matters with the appropriate professional.
Tailoring to Trade Associations and Professional Groups
Our team understands the importance of building:
- Member engagement and participation
- Advocacy and public policy engagement
- Customization and flexibility
Serving Small- and Medium-sized Enterprises
Discover how our knowledge can help with:
- Participant engagement and satisfaction
- Asset preservation
- Business growth and scalability
Related Resources
- 2 Portland Sq Ste 701 7th Floor Portland, ME 04101-4088
- 207.253.5480
- 207.771.1800
- 866.597.3923
- 866.680.1196
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