SHRM 401k Solutions by Raymond James

Your 401(k), The Easier Way

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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

Company Details

Address
1 Crosfield Ave Suite 102
West Nyack, NY 10994

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Products & Services

401(k) Solutions

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

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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...

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Resources & Content

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

As a plan fiduciary, plan sponsors must operate their plans exclusively for the benefit of participants and...

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News & Press Releases

Press Release

UNDERSTANDING NEW PLAN TAX CREDITS: EVEN MORE REASONS TO START A 401(K) PLAN

Published: 4/18/2023