Your advisor provides the in-depth research and practical investment advice that successful corporate retirement planning demands. They are ready and qualified to advise you on ERISA-related issues and regulations and to help monitor your investment provider to ensure your needs continue to be met. Equally important, they will meet regularly with your employees to answer questions, offer personal investment advice, and make recommendations in step with global market conditions.
The Commerce Company publishes two newsletters that provide valuable information about important market and retirement plan issues.
Commco Comments is published to provide timely information updates for employers and retirement plan sponsors. The newsletter's purpose: to provide advice about issues that may affect the administration of 401(k) plans.
Published on a quarterly basis, Commerce Concepts discusses market updates, investment education and asset allocation for individuals and retirement plan participants. The newsletter's purpose: to keep you informed on timely issues that may affect your employees' financial goals and objectives.
Below you will find some examples of useful forms and tools we offer to assist you in administering your retirement plan. For more information, contact your Commerce Company representative.
Commco Count On Us
This flyer is an excellent handout for plan participants. It explains some of the services we offer and who participants can contact with questions.
Retirement Plan Tips for HR
This document presents a run down of helpful guidelines for understanding, organizing and documenting participant information and plan documents.
Raymond James Privacy Notice
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
5440 SW Westgate Drive, Suite 110, Portland, Oregon 97221
phone 503.203.8585 toll free 800.203.8510 fax 503.203.8590 email firstname.lastname@example.org