What We Do

image

The Campbell Courtright Group of Raymond James specializes in assisting plan sponsors throughout the Intermountain West with all aspects of managing corporate retirement plans, including 401(k), Profit Sharing, 403(b) and Non-Qualified Deferred Compensation plans. The comprehensive retirement plan services we offer include:

  • Investment consulting and monitoring
  • Investment policy statement
  • Plan design and analysis
  • Provider search
  • Participant enrollment and education
  • Fee benchmarking
  • Fiduciary audit file
  • Issue resolution

The expertise of our team and the scope of services offered are designed to serve plan sponsors and participants in a most complete and comprehensive manner. Our team works together toward a common goal – serving the best interests of our clients and providing an extraordinary level of plan guidance and personal service.