Collective wealth calls for choice

With your responsibility to provide others targeted options to better their future, an experienced and connected guide can help you be prepared at every turn. That’s why serving clients with fiduciary responsibilities is designed for optimal outcomes – focusing on research and participants, high-touch plan integration, and ongoing guidance.

Discover the ways we can help Get in touch

Explore Services

We can help you understand which plans to consider, their potential impact and alignment to your overall goals.

Pensions

02/10/2020
From standard to simplified employee and defined benefit plans
Retirement & Longevity

Profit Sharing

02/09/2020
Insight for 401(k), age-weighted, and comparability plans
Retirement & Longevity

Qualified Plans

02/08/2020
Clarity for IRAs and 401(k) plans, with safe harbor and owner options
Retirement & Longevity

Nonqualified Plans

02/07/2020
Advice for deferred compensation, executive bonus plans, and more
Retirement & Longevity

Regulatory

02/06/2020
Prepare for complex compliance and legal requirements
Retirement & Longevity

Tax Efficiency

02/05/2020
Optimize planning and the impact to your bottom line
Retirement & Longevity

Recordkeeping

02/04/2020
Key to the visibility of the plan’s big picture
Retirement & Longevity

Fiduciary Duty

02/03/2020
Helping to maximize the value you bring to plan participants
Retirement & Longevity

Your Strategic Partner

We help ensure you never question that the value of the wealth you manage is matched by our tailored guidance and constant support. Our partnership is assisted by the global resources of Raymond James – to help you create, implement, and maintain the corporate retirement plans you’re entrusted to care for, all with negotiating power and fee sensitivity. See the five habits of successful 401(k) sponsors

How We Help

Confidence for Corporations

Let’s create a plan to simplify the complexities that come with:

  • Regulatory compliance
  • Plan design and administration
  • Fiduciary responsibilities

Guidance for Government Agencies

Our team understands how to balance the competing needs of:

  • Pension funding and sustainability
  • Investment governance and oversight
  • Budgetary pressures

Planning for Professional Service Firms

Your custom plan should take into consideration:

  • Succession planning and executive benefits
  • Compensation structure and equity ownership
  • Technology and innovation in retirement planning

Navigating Plans for Nonprofits

We’re well-equipped to support mission-driven organizations with:

  • Mission alignment and ethical investing
  • IRS regulation compliance
  • Legal and fiduciary responsibilities

You should discuss any tax or legal matters with the appropriate professional.

Tailoring to Trade Associations and Professional Groups

Our team understands the importance of building:

  • Member engagement and participation
  • Advocacy and public policy engagement
  • Customization and flexibility

Serving Small- and Medium-sized Enterprises

Discover how our knowledge can help with:

  • Participant engagement and satisfaction
  • Asset preservation
  • Business growth and scalability

Related Resources

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We’re ready to be your strategic corporate retirement plan consultant

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A Bespoke Experience for the empowered few

DH Consulting Group of Raymond James

 

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