COMPREHENSIVE SOLUTIONS

Envestnet Retirement Solutions delivers a complete retirement practice suite of solutions. Whether you select all or a portion, our solutions are designed to fill the gaps and complement your team - and enhance your client support to power your practice.

Managing a plan's investments and focusing on participants' outcomes is key to your success. Our team of investment professionals are eager to help you deliver those outcomes to your plans.

COMPLIANCE
ADVANTAGE®

Regulatory Compliance Outsourcing and On-demand Plan Fee Benchmarking

  • Data Aggregation
  • Data Management
  • 408(b)(2)
  • 404a-5
  • Plan Benchmarking

PRACTICE
ADVANTAGE

Fully Integrated solution to power your entire retirement practice at your fingertips

  • Practice Management Dashboard
  • Investment Monitoring Reports
  • Request For Proposal Module
  • Integrated Investment Policy Statement
  • Proposal Generation Module
  • Investment Analytics
  • Document Vault

FIDUCIARY
ADVANTAGE®

Flexible fiduciary partner to your investment management needs

  • 3(21) Investment Advice
  • 3(38) Investment Management

PARTICIPANT
ADVANTAGE®

Personalized holistic financial wellness solutions

  • Collective Investment Trusts
  • ERS Managed Accounts
  • Asset Allocation Services
  • Financial Wellness Solutions