Raymond James CoPilot 3(38): 401(k) Solutions for Advisors
The Raymond James CoPilot 3(38) 401(k) solution helps you strengthen your advisory role by pairing 3(38) investment oversight with streamlined plan administration. With Raymond James managing investment selection and Ascensus providing recordkeeping and compliance support, you can offer clients a 401(k) plan that reinforces your value as a trusted partner to small business clients.
Key Points
- 3(38) Investment Oversight: Raymond James handles investment selection and ongoing monitoring as the 3(38) investment manager, helping ease the fiduciary burden.
- Streamlined Administration: Integrated services, automated processes, and dedicated support help reduce day-to-day administrative tasks so you can focus more time on advising clients and growing business relationships.
- Turnkey Solution: With no asset or employee minimums and a clear service structure, you can offer a 401(k) option that fits a wide range of small business clients looking for a professionally supported plan.