We provide you with in-depth research and savvy investment advice that successful corporate retirement planning demands. Part of that process involves keeping your employees up-to-date on their options. Your representative will meet with your employees on a regular basis to answer questions, offer advice and make recommendations in step with global market conditions. We're experienced and understand ERISA related issues and regulations. Additionally, we monitor your investment provider to ensure they stay the course in meeting your needs. No firm is more committed and dedicated to serving your corporate retirement plan.

Educational Resources

The Commerce Company publishes two newsletters that provide valuable information about important market and retirement plan issues.

Commco Comments

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. Please note, several of the newsletters below are approved for plan sponsors only and may require a password to view. If you are a plan sponsor, please click here to obtain the password needed to open the documents.

Commerce Concepts

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.

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Commerce Concepts Seminars

Commerce Concepts is an annual series of informative and interactive presentations designed for employers, HR managers, and benefits coordinators. Attendees earn HRCI credit and enjoy a gourmet lunch while hearing industry experts discuss current workplace issues. Click here for more information!

Brown Bagger

The Commerce Company offers, exclusively to our retirement plan sponsors, a series of 45-minute workshops called Brown Baggers. They provide employees with valuable information that goes beyond the traditional 401(k) education meetings. The Brown Bagger Flyer will provide employers with additional details about this practical resource. After scheduling your workshop, you will receive a customized handout for your employees.

Tools

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.

Enrollment Kit Orders

Payroll Stuffer Orders

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