Retirement Plan Consulting

Our highly skilled group of retirement plan consultants can provide you with information on different types of retirement plans and assist you in prospecting, set up, operations, and maintenance of retirement plans.

You can rely on the Retirement Plan Consulting Group to provide:

• Consulting support on all types of retirement plans, from individual to corporate;
• Management and due diligence of relationships with providers of packaged retirement products and services (including mutual fund, insurance, trust and pension administration companies);
• Marketing materials such as brochures and pre-packaged seminar kits covering various retirement plan topics; and
• Training on plan execution.

Raymond James acts as the custodian for Traditional or Roth IRAs, SEP and SIMPLE IRA plans, as well as qualified pension or profit sharing plans. We also provide prototype documents for SEP, profit sharing, money purchase and 401(k) plans.

Retirement Plan Advisory Council

Raymond James’ top qualified plan advisors belong to the Raymond James Retirement Plan Advisory Council (RPAC). These advisors have demonstrated proficiency in their understanding of ERISA regulations and the qualified plan markets.

The purpose of RPAC is to develop qualified plan best practices by promoting a forum where RPAC advisors can discuss various consulting strategies, provider capabilities, compensation issues, legislative items and other happenings in the market place. Through this exchange of information, our goal is to develop best practices for the qualified plan industry that RJ advisors may rely on.