Retirement Solutions That Work for You and Your Whole Workforce
With a workforce that spans five generations, your company could be missing the mark by only offering a traditional 401(k) or 403b plan to promote retirement savings. It’s time to position your employer-sponsored savings plan as a mechanism for employees of all life stages to make progress on their personal financial journeys. SHRM 401(k) Solutions by Raymond James can help.
In the J.D. Power 2025 U.S. Investor Satisfaction Study, respondents rated Raymond James number one for Advised Investor Satisfaction, and also rated Raymond James number one across other categories, including product/service offerings, people and, most notably, Most Trusted.
Raymond James received the highest score in the advised segment of the J.D. Power 2025 U.S. Investor Satisfaction Study, which measures the satisfaction of investors who may engage with any financial advisor(s). For J.D. Power award information, visit jdpower.com/awards.
Partner With a Company That Puts Yours First
As your co-fiduciary and financial advisor, Raymond James works with your plan's recordkeeper to optimize your plan.
Trusted Oversight
- Co-fiduciary* & outsourced fiduciary functions
- Fiduciary documentation & record management
Investment Expertise
- Full responsibility for investment search, selection & monitoring*
- Access to institutional-priced investments
Employee Experience
- Digital financial wellness offering
- “Meet employees where they are” multimedia employee education strategy
Plan Operations & Cost Structure
- Service provider due diligence, negotiation & coordination
- Plan design consultation
*As set forth in, and subject to, applicable agreements
How Does Your Plan Stack Up?
Employers are looking for a better way to manage their retirement plans. In fact, nearly ¼ of all sponsors are looking for a new advisor. Why?
Plan sponsors are seeking an advisor who:
- Offers a strategy with more extensive services & investments
- Is more effective in dealing with servicing issues with the plan provider
- Offers better employee communications and education
You shouldn’t feel stuck in how your 401(k) plan is managed or intimidated by the process to make improvements.
Source: Fidelity Plan Sponsor Survey 2024
Your Retirement Plan, Our Commitment
Give your retirement plan a check-up.
The time you spend building your employer-sponsored savings plan is time well spent.
Did you know that American workers are 12x more likely to save for their financial future if offered a plan through their employer? Thanks to tax credits from recent legislation and certain state mandates, now is a great time to add this impactful benefit.
SHRM 401(k) Solutions by Raymond James makes it possible for companies of any size to provide a high-quality, competitively priced retirement plan benefit that helps employees make meaningful progress toward their financial and savings goals.
Source: National Association of Plan Advisors
Your Employees, Our Commitment
SHRM 401(k) Solutions by Raymond James helps make it possible for your employees to save and prepare for their financial future – all while helping you meet your fiduciary responsibilities.
Resources
5 Ways We Can Help — New Plans
5 Ways We Can Help — Existing Plans
Longevity Planning Thrive Guide
Disclosure
SHRM 401(k) Solutions by Raymond James is a branding name for the agreement between SHRM and Raymond James where Raymond James offers SHRM audiences with 401(k) retirement plan services. SHRM is a current client of Raymond James. SHRM receives cash compensation from Raymond James when a SHRM member, via introduction by SHRM, becomes a client of Raymond James. SHRM’s receipt of cash compensation creates an incentive for SHRM to market investment advisory services of Raymond James. Raymond James is not affiliated with SHRM. SHRM does not offer investment advisory services.
Corporate Advisors Group is not a registered broker-dealer or investment adviser. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC or Raymond James & Associates, Inc., member NYSE/SIPC each a broker-dealer registered with the Securities and Exchange Commission (SEC). Investment advisory services offered through Raymond James Financial Services Advisors, Inc. or Raymond James & Associates, Inc. each an investment adviser registered with the SEC.
The following links contain information about Raymond James (ADV PART 2A) and how SHRM works with Raymond James (Solicitor Disclosure) and should be read carefully.
Raymond James IFS Form ADV 2A
Solicitor Disclosure
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 your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
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