Retirement plan guidance for institutions
Retirement plan guidance for institutions
Whether you’re looking for assistance in overseeing your current plan or implementing a new one, our team offers the attention and resources to guide you through every step, helping you distinguish among seemingly endless investment options, stay current with regulations and fiduciary responsibilities, as well as educate plan participants on their options.
Having partnered with institutions of varying sizes and industries, we understand how important it is to maximize plan benefits while staying tax efficient. We utilize strategies designed to ensure your plan serves both your needs as an institution, as well as those of your constituents.
Your responsibilities are substantial, and – without additional support – your duties as a plan sponsor can easily absorb precious time. We aim to serve as a seamless extension of your office, providing the support necessary to allow your leaders to focus on growing and advancing your business. Through every phase, we work closely with you to help ensure your retirement plan remains aligned with your preferences as an institution, always propelling you toward your corporate mission.
We have experience establishing and overseeing a variety of qualified retirement plans and non-qualified deferred compensation plans.
Services Include
- 401(k) Plans
- 401(k) Profit Sharing Plans
- Simplified Employee Pensions (SEPs)
- SIMPLE IRAs
- Safe-Harbor 401(k) Plans
- Owner Only/One-Person 401(k) Plans
- Profit Sharing Plans
- Age-Weighted/Comparability Profit Sharing Plans
- Defined Benefit Pensions
- Third-Party Administration (TPA) Partnership
- Destiny Wealth Management 2190 W Railway St # 201 Abbotsford, BC V2S 2E2
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Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
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