Employer Sponsored Plans

Acquiring and maintaining high-quality employees can be a stumbling block for a business. However, it can be the difference maker in whether your business succeeds or ultimately fails. Being able to help your team members provide for their retirement is a great way to ensure employee retention.

We can assist you with evaluating your choices and coordinating the implementation and enrollment of employee sponsored plans. As a RIAC advisor, we have the tools and resources necessary to streamline the selection and monitoring of the plan’s investments, as well as provide benchmarking to ensure your plan costs are reasonable. Most importantly, we take our role as an ERISA plan fiduciary very seriously.

As small business owners ourselves, we understand the complexity of integrating business and personal finances. Through our experience we can better help our entrepreneurial clients with those decisions.

The Raymond James Retirement Plan & Institutional Advisory Council (RIAC) is a group of financial advisors who uphold the highest level of fiduciary care for serving retirement plans and retirement plan sponsors. Less than 1% of Raymond James Financial Advisors qualify as a RIAC advisor.