SEP 14 2017

GRP Advisor Alliance Partners with Envestnet | Retirement Solutions and Reliance Trust to Launch Foundational Retirement Solutions Suite of CITs

GRP Advisor Alliance (www.grpaa.com), an elite group of retirement plan firms focused on empowering advisors, has partnered with Envestnet | Retirement Solutions (ERS), a leading integrated services provider for retirement advisors, and Reliance Trust, an FIS company and one of the nation's largest trust companies, to launch Foundational Retirement Solutions (FRS)...read more
by Envestnet | Retirement Solutions - Sep 14, 2017
JUN 22 2017

Envestnet | Retirement Solutions Surpasses $25B in Assets Supported Through Innovative Fiduciary Service

Envestnet | Retirement Solutions (“ERS”) now supports more than $25 billion in assets under advisement through its customized, portable 3(21) and 3(38) outsourced fiduciary service, Envestnet Fiduciary Advantage™. ERS has also added T. Rowe Price Retirement Plan Services, Inc. to its group of financial institution clients offering access to Envestnet Fiduciary Advantage to deliver fiduciary services and protection to advisors working with retirement plan sponsors...read more
by Envestnet | Retirement Solutions - Jun 22, 2017
MAY 10 2017

Envestnet | Retirement Solutions Extends Fiduciary Support to TIAA Custom Portfolios

REnvestnet | Retirement Solutions (“ERS”) announced today that ERS’s customized 3(38) investment management service platform, Envestnet Fiduciary Advantage™, will be available to plan sponsors and advisors whose retirement plans include TIAA’s Custom Portfolios Model Service. The same 3(38) investment management services will be made available to plan sponsors, or their advisors, that wish to incorporate TIAA’s Target Income Models, which leverage the application of Liability Driven Investing (LDI)...read more
by Envestnet | Retirement Solutions - May 10, 2017
FEB 8 2017

Envestnet | Retirement Solutions Partners with The Retirement Advisor University to Provide a Fully Integrated Fiduciary Advisor Training Program

Partnership Makes New Fiduciary Education Available to Retirement Advisors. Envestnet | Retirement Solutions (“ERS”) announces it is partnering with The Retirement Advisor University (“TRAU”) to deliver the “Essential Retirement Advisor,” a fully integrated fiduciary training program designed to help financial advisors obtain access to continuing practice management and fiduciary education in order to meet their obligations and thrive in a fee-based fiduciary world....read more
by Envestnet | Retirement Solutions - Feb 8, 2017
NOV 15 2016

CUNA Mutual Retirement Solutions Partners with Envestnet | Retirement Solutions to Offer Fiduciary Outsourcing Services | PR Newswire

Partnership Makes New Fiduciary Solutions Available to Retirement Advisors and Sponsors. The relationship is another example of CUNA Mutual Retirement Solutions' long-term commitment to helping advisors be more successful in their practices and better serve the retirement needs of their clients... read more
by Envestnet | Retirement Solutions - Nov 15, 2016
SEP 29 2016

Kelly Michel Joins Envestnet | Retirement Solutions as Chief Marketing Officer | PR Newswire

25+ Year Veteran of Retirement Services Industry Will Work with Sales, Product Development, & Client Management Teams to Position Envestnet Retirement Solutions for Ongoing Growth... read more
by Envestnet | Retirement Solutions - Sep 29, 2016
SEP 26 2016

Russell Investments’ Adaptive Retirement Accounts to Leverage Envestnet | Retirement Solutions’ Patented Participant Advice Engine for DC Plan Participants | Business Wire

Industry leaders combine multi-asset investing capabilities and asset allocation expertise with advanced technology and participant advice tool in next-generation “managed QDIA” option... read more
by Envestnet | Retirement Solutions - Sep 26, 2016