Focused on Growth
Corporate Retirement Plans Designed to Help Drive Company Success
At James Investment, we understand that your organization values its people, and we help you extend that care to their financial wellbeing. Our concierge-level service and advanced technology deliver a seamless experience across 401(k), 403(b), and SIMPLE IRA plans, balancing innovation with the personal attention only a privately owned firm can provide. From onboarding to employee education and one-on-one reviews, we handle every detail with the same precision and dedication that define your workplace.
At James Investment, we don’t just manage numbers, we build relationships. For more than 50 years, we’ve partnered with businesses and organizations to design retirement plans that reflect their culture, values, and goals.
Customized Retirement Solutions for You
401(k) and 403(b) Plans
Flexible, goal-oriented retirement plans with a wide range of investment options to help your employees build a confident financial future.
SIMPLE IRAs
A cost-effective, straightforward way for small businesses to offer meaningful retirement benefits that attract and retain great employees.
Plan Design & Consulting Support
We can help you choose the right retirement plan for your business based on your company’s size, budget and objectives.
*Flexible investment lineup available
Plans can be tailored to your company’s goals and culture.
Why Choose James For Your Corporate Retirement Plan?
Advanced Technology
Plan participants and sponsors can enjoy real-time access and integration on their desktop or mobile device.
Seamless Transitions
We manage every detail of the transition helping to provide effortless onboarding.
HR Collaboration
A James representative will work side-by-side with your HR team for smooth plan administration.
Employee Education
You’ll employees will receive ongoing one-on-one support to help build financial confidence (semi-annual meetings).
On-Site Guidance
James Investment offers group education seminars and individual employee meetings held at your workplace.
Beyond 401(k)
We also offer comprehensive retirement planning, Strategic Tax, Wills, Trusts, and Estate Planning Services.
YEARS EXPERIENCE
BOUTIQUE-STYLE APPROACH
ROBUST IN-HOUSE TEAM
COMPREHENSIVE SERVICES
Designed for Your Workforce
Give Your Employees the Retirement Plan They Deserve
A customized retirement plan isn’t just a benefit, it’s a powerful way to attract and retain top talent while providing employees the confidence to prepare for their future. Partner with James Investment to deliver the privacy, precision, and personalized experience your employees deserve. Contact us today to schedule a complimentary consultation.
