A DETAILED LOOK AT our partnerships

A lot of work goes into managing a successful company‑sponsored retirement plan. Raymond James provides expertise and proactive guidance to help plan sponsors meet their obligations and strengthen employee outcomes. We extend this support to our partners by offering a streamlined path to well‑structured retirement plan options.

Society for Human Resource Management (SHRM)

Raymond James’ external partnership with SHRM represents a strategic opportunity to deepen engagement with HR professionals and business leaders who influence millions of employees worldwide. This partnership underscores our commitment to delivering measurable value for SHRM members while driving long-term growth for Raymond James.

How we help:

Raymond James is a trusted provider of comprehensive financial wellness solutions, including retirement planning, investment consulting, and workplace programs tailored for small and medium-sized businesses. From business owners to executive employees, Raymond James delivers tailored financial strategies that meet diverse needs, improve workforce satisfaction and support long-term business success.

Offering an employer sponsored retirement plan is becoming a necessity for employers to stay competitive, attract top talent, and support their employees more holistically. Employers have a renewed focus on benefits as they seek to attract and retain talent in a competitive labor market, especially with retirement plans. By leveraging their SHRM membership, human resources professionals have access to a low-cost, high-quality retirement plan competitive with those offered by larger companies and reduce the heavy employer responsibilities as plan sponsor – all while enabling employees to be more future-focused and financially confident.