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The “let’s make it simple” approach to retirement planning for your company and employees.

Because we think your life is complicated enough running a business, we created this customized application that may do some amazing things for your company and employees.

Recordkeeping:
Alerus

  • Over
  • 375
  • Thousand Plan Participants
7,505
Plans

Administration:
Keating & Associates

  • Over
  • 200
  • Plans
250
Million in Assets

Financial Management:
Fidelity

  • Over
  • $400
  • Billion in Assets
5.5
Million Participants

Helping you meet your retirement goals

Raymond James is not affiliated with Fidelity or Alerus.

Keating Premier Platform services are offered by Keating & Associates and are not endorsed or affiliated with Raymond James Financial Services.

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