Raymond James CoPilot 3(38): Benefits for Small Business Clients
Use this resource to help clients understand the value of the Raymond James CoPilot 3(38) 401(k). This turnkey solution simplifies plan management, provides professional 3(38) investment oversight, and offers employees access to a well-supported retirement plan experience.
Key Points
- Professional Oversight: Investment selection and ongoing monitoring are handled by a 3(38) investment manager, giving you support as you guide clients through their plan’s investment responsibilities.
- Simplified Plan Administration: Integrated services and streamlined processes help reduce the day-to-day administrative tasks for business owners.
- Employee Support: Participants receive access to curated investment options and educational resources that help them engage with their retirement plan.