SOCIETY FOR Human Resource Management

In 2020, SHRM 401(k) Solutions by Raymond James was created to help employers navigate the growing complexity of workplace retirement plans while expanding access to high-quality, cost-effective savings solutions.

The program was formally introduced to the market in 2021 as a turnkey platform designed to simplify plan administration, reduce fiduciary burden and provide employers with access to institutional-quality investment options — capabilities historically reserved for larger organizations.

From the outset, the partnership between the Society for Human Resource Management (SHRM) and Raymond James has been focused on helping HR professionals deliver stronger retirement outcomes for their employees while reclaiming valuable time and resources. Employers can outsource key responsibilities – including investment management, plan administration and employee education – allowing them to focus on broader business and workforce priorities.

Today, Raymond James is building on that foundation by delivering a full suite of financial services to SHRM members, extending well beyond retirement plan solutions.

Beyond the 401(k): A Broader Commitment to Financial Wellness

As a trusted provider of comprehensive financial wellness strategies, Raymond James supports employers and employees with:

  • Retirement plan design and fiduciary oversight
  • Investment consulting and institutional asset management
  • Employee financial education and engagement programs
  • Workplace financial wellness solutions
  • Executive financial planning and retention strategies

These capabilities are designed to meet the evolving needs of modern workforces, empowering employees at every life stage to make meaningful progress toward their financial goals while helping employers remain competitive in attracting and retaining talent.

A Continued Partnership with SHRM

The Raymond James–SHRM relationship represents a strategic commitment to serve the global HR community and drive better outcomes for millions of workers and their families. Through Raymond James’s partnership SHRM, organizations gain access to streamlined, high-quality retirement solutions alongside broader financial resources that strengthen both workforce satisfaction and long-term business success.