Through this partnership, Raymond James will work as your investment manager to manage, select and monitor investment offerings for your employees.* This reduces your responsibility and risks related to menu selection, enabling you to focus on the higher-level strategy for your retirement benefit plan.

*As set forth in, and subject to, applicable agreements

While employers always hold a fiduciary/stewardship role as the 401(k) plan sponsor, through this partnership you can outsource the investment management and plan administration roles, relieving you of these time-consuming, complicated and day-to-day duties.

Empower your employees to make financial progress through your 401(k) plan. Our approach to employee education aims to boost financial wellness through customized tools that meet employees where they are today. Your employees will benefit from programs and guidance informed by 60 years of wealth management experience from a firm that puts people first.