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SHRM 401k Solutions by Raymond James

Your 401(k), The Easier Way

1 Crosfield Ave Suite 102
West Nyack, NY 10994

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corporateadvisorsgroup.com

About SHRM 401k Solutions by Raymond James

Our mission is to help your employees make meaningful progress towards their financial goals, all while saving you time and improving your fiduciary protection.

Our Powerful cost comparison tool allows 401(k) providers to compete for your business with an experience that will take you just minutes. See quotes from several providers, and compare.

We recognize that retirement planning is one of the most important challenges facing employers today. The role of the employer continues to evolve and companies are in need of fiduciary services and guidance to help their employees be successful. Our primary objective is to help employers and employees meet their long-term financial objectives. We provide the following services to our clients:

- Digital marketplace for provider search, analysis and selection
- Investment menu design and management
- Online fiduciary vault for documentation and record management
- Leadership training and employee plan education
- Ongoing financial wellness tools and education for employees

Products by SHRM 401k Solutions by Raymond James

By SHRM 401k Solutions by Raymond James

401(k) Solutions

Our mission is to help your employees make meaningful progress towards their financial goals, all while saving you time and improving your fiduciary protection. Our Value To You: Cost Savings With our scale and ability to offer competitively priced investments, we help you save... Read more »

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By SHRM 401k Solutions by Raymond James

401(k) Benchmarking Report

Having us conduct an objective benchmarking of your plan can help you see if your plan’s design still meets your requirements. It can evaluate how your investment platform is performing compared to others, if your provider’s services are competitive, if you are meeting your fiduciary... Read more »

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Content by SHRM 401k Solutions by Raymond James

What You Need to Know about Retirement Plan Fiduciary Obligations & Risk Management

What You Need to Know about Retirement Plan Fiduciary Obligations & Risk Management

What You Need to Know about Retirement Plan Fiduciary Obligations & Risk Management

By SHRM 401k Solutions by Raymond James

As a plan fiduciary, plan sponsors must operate their plans exclusively for the benefit of participants and beneficiaries. They can be held personally liable for failing to fulfill their fiduciary obligations to their plan participants and, potentially, face costly civil and criminal penalties....
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