Supporting stewardship with specialized experience
Managing assets that serve others is a duty that demands the highest levels of diligence and accountability. In addition to meeting the expectations of your stakeholders, you must manage the complexities of institutional investing while remaining aware of your personal regulatory liabilities.
However, you don’t need to take on these responsibilities alone. With Timeless Wealth Advisors of Raymond James as your partner, we believe you will benefit from our experience and resources serving retirement plan fiduciaries, business owners, nonprofit executives and other institutional decision-makers. We serve our clients with a combination of education, communication, investment advice and by keeping an eye on regulatory changes that can impact you and your institution.
Elevating your organization’s mission or supporting your employees with retirement plan benefits are noble actions with the power to change lives. With our comprehensive approach to investing and financial management, we can help you make the creation of opportunity for others part of your lasting legacy.
Corporate retirement plans
The benefits of adding an employee retirement plan to your growing business are many, but managing a plan without proper support can absorb significant amounts of time and effort. With our resources and experience, we can help you simplify the operation of your corporate retirement plan and cut through the vast number of investment options so you can focus on the ones suited to your employees’ and your business’s goals.
We are experienced in helping corporations establish and manage a wide array of qualified retirement plans and non-qualified deferred compensation plans. Our services include*:
- 401(k) Plans
- 401(k) profit-sharing plans
- Simplified employee pensions (SEPS)
- SIMPLE IRAs
- Safe-harbor 401(k) plans
- Owner only/one-person 401(k) plans
- Profit sharing plans
- Age-weighted/comparability profit-sharing plans
- Defined benefit pensions
- Third-party administration (TPA) partnership
Nonprofit organizations
Mission-driven organizations like charities, foundations and endowments face unique financial stressors and limitations compared to their for-profit counterparts. With our guidance, we can help you bring confidence and reassurance to your organizations’ financial processes, create suitable investment strategies and help you meet your regulatory obligations. We also work closely with executive directors to educate and present information to their boards of directors.
To do this, we offer a wide range of financial planning and investment management services, informed by our experience and supported by the deep resources of a major financial institution, Raymond James.
With these and other services, we’re proud to contribute to your stewardship*:
- Investment policy review
- Asset allocation guidance
- Investment manager research and selection
- Performance reporting
- Retirement plan selection and advisory
- Consulting and education
- Risk management
*As set forth in, and subject to, applicable agreements. There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. For plan sponsor use only.