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EMPLOYER SPONSORED PLANS


Acquiring and maintaining high-quality employees can be a struggle for any business and can be a key to the success or failure for any endeavor. Helping your team members provide for their retirement can be major part of a successful employee retention and benefit platform. 

We work with and create corporate retirement plans. 

We work with multiple plan providers and various payroll integration services to create solutions for business owners of all sizes. 

Whether you are a small business just getting started or you have been established for quite a while and want to help your employees provide for their retirement in a way that most compliments your business and personal goals; we can help you sift the myriad of providers out there to find a solution that is as comprehensive and integrated as you want it to be. 

Our team provides investment advice and training to plan participants to ensure the burden of education employees on investment strategies doesn't fall on you, the business owner. Time can be our most precious commodity, we value yours and want to help you keep as much of your work time focused on your business not on your benefits package. 


Brad Hudson is a member of the Raymond James Retirement Plan & Institutional Advisory Council (RIAC) which is a collective of financial advisors offering specialized experience and support for retirement plan sponsors.

Give us a call to discuss how we may be able to help you deliver a better work satisfaction for your employees.


RIAC is a dedicated group of financial advisors who establish and uphold a fiduciary standard of care for serving both retirement plans and plan sponsors, as well as,

Foundations,

Endowments,

Other nonprofit institutions.

RIAC advisors consult nationwide and make retirement plans and other nonprofit clients their primary focus, which accounts for less than 1% of all Raymond James advisors. RIAC adheres to fiduciary best practices as outlined under ERISA for the qualified plan industry and UPMIFA for the institutional sector in order to help fiduciaries meet their obligations to their participants and organizations.



* Raymond James’ Retirement Plan & Institutional Advisory Council membership is based on assets under management, number of qualified group retirement plans, designations obtained, and compliance record. Membership is not an endorsement, is not representative of any one client’s experience, and is not indicative of future performance. No fee is paid in exchange for this membership.