The retirement industry is constantly evolving. Driven by increasingly stringent regulatory requirements, fee compression and an ever increasing need for value-added tools are just a few challenges that drive and direct your choices and decisions. Partnerships matter. Envestnet | Retirement Solutions (ERS) delivers comprehensive solutions to the Broker Dealer community to expand your practice while enabling compliance and supervision oversight.
Providing practice management tools is the cornerstone to growing a successful, compliant retirement practice. You have a birds-eye view to your advisor's dashboard, investment analytics, fund research and monitoring and so much more. An integrated Investment Policy Statement (IPS) and deep plan analytics give you and your advisors the necessary tools to grow, manage and advise your retirement plan clients.
Being a plan fiduciary isn’t to be taken lightly. Regardless of the regulatory environment, Plan Sponsors expect more. Working with your plan advisor, Envestnet Retirement Solutions provides recommended investment line-ups backed by research from a team of experienced investment professionals. Powered by technology, institutional-caliber research, and an experienced staff of investment professionals, Envestnet Retirement Solutions shifts the investment fiduciary burden. We enhance your plan sponsor – and plan participant relationship with regular investment selection, monitoring and customized reporting – fully integrated with your current retirement plan recordkeeper. Fiduciary protection, without making unnecessary changes to investment line-up.
|ERS SCORE™ Methodology|
|Replace / Recommendation|
|Periodic / On-demand Reporting|
|Advisor / Sponsor Input on Initial Line Up|
|Investment Discretion & Responsibility|
|Managed Portfolios / Qualified Default Investment Alternatives|