Providing potential cost savings and valuable retirement plan solutions for your firm and its portfolio companies

With the passing of transformative legislation called the SECURE Act and working together with Raymond James IFS, we’ve created a retirement solution that provides tremendous efficiencies for Private Equity groups and its portfolio companies. Now all the businesses in your portfolio could potentially achieve the following benefits no matter the size or type of business:

Plan-smart, group negotiated pricing

Outsourced plan administration allows employees to focus on their jobs and not managing a retirement plan

Outsourcing most fiduciary responsibilities can help reduce your risk, both administrative and investment management

Plan participants will have access to our Financial Advisors who can assist them with individual wealth management services

Providing a retirement plan shows employees that you care and are invested in them

All of this can help towards acheiving better retirement outcomes for the plan sponsor and the participants

Connect with us to obtain a complimentary analysis of these benefits specific to your portfolio.