THE SEASONED GUIDANCE your company's retirement plan needs


About CAG

Our full-time focusIs company sponsored retirement plans

A lot of work goes into managing a successful company sponsored retirement plan. We put in the work. It’s what our advisors do exclusively and full time at Corporate Advisors Group. We are an independent consulting group offering services through Raymond James Financial Services, Inc. and Raymond James & Associates, Inc.

As 3(38) fiduciaries, Raymond James takes on the responsibility of selecting, managing, monitoring and benchmarking the investment offerings of your plan (as set forth in, and subject to, applicable agreements).

See our 3(38) manager checklist and guide

We can help you meet your fiduciary responsibilities, help you assess the reasonableness of fees and help your plan effectively prepare your employees for retirement.

Our mission is to provide small and midsize companies with the same knowledgeable advice, service and products typically only available to the largest companies. We recognize the growing demands placed on plan sponsors to provide the highest level of benefits for their employees, and we are here to help.

See How Your Plan Measures Up

Having us conduct a complimentary benchmarking of your plan fees can help you see if your plan’s design still meets your requirements.

Benchmark Your Plan

Raymond James is not affiliated with and does not endorse the above companies.
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