• Supporting the needs of corporate retirement plans

As a fiduciary, your goal is to continue the success of your business while fostering a professional culture that both attracts and retains quality employees. Selecting and implementing the right retirement plan can go a long way in helping you achieve those objectives, but at times that task seems daunting. Our team extends the capabilities of your management team to administer and manage retirement plans that support the needs of both your company and your employees.

Whether you’re in search of a new sponsor or need assistance reviewing your current plan, our team offers comprehensive, independent and collaborative guidance by conducting thorough vendor searches, monitoring plans and providing quality support, as well as independent investment consulting. We have extensive experience working with providers, and seek to minimize costs while maximizing tax efficiency for your business.

As your business evolves, we provide flexible support where it’s needed. We understand that the complexities of managing a business, and staying abreast of regulations, and the latest investment trends, is time consuming and takes focus away from where it should be – your business and your employees. We take our role seriously as an extension of your team, so you can focus on what you do best.

As your organization grows and evolves, your retirement plan criteria may also change. We conduct independent provider analysis and research as frequently as needed, and work with you to help clarify the objectives of your institution and employees. Once a provider is selected, we guide you and your employees through the integration process for a seamless transition.

Our team leverages our extensive experience in working with plan providers to negotiate the fees and services that are best suited for your organization. We take into account your needs and corporate profile, and help develop a plan that will be sustainable and beneficial for your business and your employees.

Proper documentation is a key factor in ensuring the long-term success of your retirement plan. Our team provides support for this critical piece of your fiduciary duties, helping to implement the proper technology and systems to store and maintain records and documents, while keeping them easily accessible for convenient reference as needed.

By providing employees with useful resources and opportunities to learn more about their plan options, you can better ensure the success and the satisfaction of employees. We provide guidance and insight for your senior staff to aid in educating employees and assisting in the on-going facilitation of your benefits package. Additionally, we offer one-on-one financial guidance and planning services to you, and your employees, in an effort to connect those we serve with the advice they need.

Tailored Financial Strategies of Raymond James

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T 727.567.2903 | TF 844.808.7924 | F 727.567.8349

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