CORPORATE

RETIREMENT

PLAN CONSULTING

Our corporate plan consulting team consists of a well-established group of seasoned advisors that deliver customized and strategically focused solutions for your company and its employees.

 

Human CapitalWe not only offer onsite and online education meetings, but we also provide participant advice through our team of FINANCIAL ADVISORS. Annual education plans are customized with specific goals and evaluated for success.Acting as an ERISA 3(21) fiduciary, we assist with implementing a risk management strategy that outlines the objectives and responsibilities of your investment committee.  Annual fiduciary training ensures that your committee is well versed in the ever-changing fiduciary landscape.Corporate Plan GovernanceManagement of Investment ProcessInvestment management begins with the design and implementation of an Investment Policy Statement (IPS). This serves as the foundation for all investment related decisions for the plan. Our monitoring process ensures adherence to the IPS.Tailored to each company, we help analyze different plan features to enable the plan to be designed according to end goals and to help benefit your employees.Plan DesignOur consulting services focus on the following areas:

The retirement world is always changing. Take a look to see what’s new.EMPLOYER UPDATES      Looking to hire a new consultant or need help benchmarking your current one? Let us know by clicking here and we can help.Change is good      Check out our Noble Group seminars & educational opportunities.Live in Action

Meet the Corporate Retirement Plan Consulting Team

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Houston:2245 Texas Dr., Ste 170Sugar Land, TX 77479(800) 372-5834(832) 886-5115fax: (281) 265-8989Dallas:2591 Dallas Pkwy, Ste 505 Frisco, TX 75034(800) 441-0415(469) 635-8500fax: (972) 733-1220LOCATIONS

 

 

 

 

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC

 

The Noble Group and Raymond James are independent entities.

 

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

 

RAYMOND JAMES PRIVACY NOTICE Check the background of this firm or these investment  professional’s on FINRA'S Broker Check