Empower your workforce and strengthen your fiduciary oversight with clarity and confidence. This guide shows HR leaders how a Raymond James Retirement Plan Advisor may be able to help streamline plan management, elevate employee education, and ensure your retirement plan stays aligned with regulatory requirements and organizational goals. If you’re committed to enhancing employee outcomes while reducing administrative burden, this piece is an essential resource for informed, strategic HR decision-making.
SHRM is a current client of Raymond James. SHRM receives cash compensation from Raymond James in exchange for priority placement and brand promotion at conferences, shared authorship of marketing materials, and the contact information of attendees at SHRM conferences. SHRM’s receipt of cash compensation creates an incentive for SHRM to market investment advisory services of Raymond James. Raymond James is not affiliated with SHRM. SHRM does not offer investment advisory services.
The following links contain information about Raymond James (ADV PART 2A) and how SHRM works with Raymond James and should be read carefully.
Raymond James & Associates Wrap Fee Program Brochure
Raymond James Financial Services Advisors Wrap Fee Program Brochure
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC or Raymond James & Associates, Inc., member NYSE/SIPC, each a broker-dealer registered with the Securities and Exchange Commission (SEC). Investment advisory services offered through Raymond James Financial Services Advisors, Inc. or Raymond James & Associates, Inc., each an investment adviser registered with the SEC.
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