Envestnet Fiduciary Advantage™ is a flexible, single-source solution for retirement plan advisors and their plan sponsor clients, offering a customized and portable 3(21) and 3(38) outsourced fiduciary service.
Fiduciary Protection to Support Plan Goals
Envestnet Retirement Solutions delivers independent and innovative fiduciary services to the broad spectrum of retirement plan sponsors. Powered by leading technology, institutional-caliber research, and a dedicated and experienced staff, ERS can provide either investment management or advice on selection, monitoring, and reporting. The ERS SCORE™ Methodology - is a strict set of standards and a systematic process plan sponsors can rely on to meet their fiduciary responsibilities in an easy-tomanage way.
ERS utilizes a strict set of standards and a systematic process for investment selection and monitoring.
The proprietary ERS SCORE™ Methodology is used to evaluate all plan Designated Investment Alternatives (DIA) in each peer group used for Envestnet Fiduciary Advantage™. The ERS SCORE™ Methodology’s performance results are continually vetted and refined. We place a premium on managers with the following characteristics*:
*As of September 30, 2016. Weightings subject to change.