Improving participant outcomes starts with tailored investment solutions. You can leverage our technology to support your team's investment expertise, or allow us to compliment your efforts with our team. Either way, we work together to build a brighter future for participants through managed solutions.
* Slated for 1Q 2019 launch (Subject to change)
Financial.fit™ is a holistic financial wellness application created for participants in 401(k) plans. Financial.fit™ offers a series of financial workouts aimed at improving financial outcomes. Users can connect all their financial accounts to view a holistic picture of their financial health. Combining our innovative technology, analytical data, and responsive design, Financial.fit™ moves beyond simply organizing historical financial data – we help users through education, gamification and guidance that can be integrated with their retirement accounts.
We can all agree that building smart portfolios, customized for each unique participant's needs and risk tolerance is a noble goal. You can leverage our patented technology to do just that. ERS Managed QDIA® are professional designed portfolios that are coupled with a behavioral profiling tool that give participant their own personalized portfolio mix as a Qualified Default Investment Alternative.
Streamline the process of managing portfolios across your practice.
Focus on your strengths - asset allocation, glide path development, fund selection, portfolio optimization or vetting third party strategists. Envestnet Retirement Solutions is your behind-the-scenes "Completion Partner" that fills in the gaps.
CITs provide plan fiduciaries and participants the potential for considerable savings. Reducing participant investment expense can enhance performance.
Pricing flexibility and cost advantages offered through Working with ERS to create and manage CITs is just another demonstration of how we are helping to power your practice.