Establishing the right retirement plan for your company

A well-chosen company retirement plan is an ideal way for your company or organization to attract and retain quality people, as well as help you plan and save for your own future.

We have found that the average financial advisor doesn’t specialize in or fully understand how company retirement plans operate, but we offer substantial expertise in this area, including institutional trust experience for major banking interests.

We will help you sift through the many plan choices, and advise you on the fiduciary responsibilities that come with running a plan. We have deep knowledge of the operational intricacies, legal requirements and compliance testing duties required. The qualified retirement plans and nonqualified deferred compensation plans we can help you with include:

  • 401(k) plans
  • 401(k) profit sharing plans
  • Safe-harbor 401(k) plans
  • Owner only/one-person 401(k) plans
  • Simplified employee pensions (SEPs)
  • Age-weighted/comparability profit sharing plans
  • Defined benefit pensions
  • Third-party administration (TPA) partnerships

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. © Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Legal Disclosures | Privacy Policy

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