FOR PLAN SPONSOR OR FINANCIAL PROFESSIONAL USE ONLY.
The Envestnet Retire Complete advantage
Joining Envestnet Retire Complete gives you the unique opportunity to offer tremendous value to your clients —
without the administrative headaches traditionally associated with running a retirement plan. We'll aim to help you
reduce costs, increase efficiencies, and offer your business-owner clients a range of retirement savings resources
that get proven results.
The total package: Everything you and your
business-owner clients need
Envestnet Retire Complete offers the following potential benefits:
• Ease: We leverage our 3(38) fiduciary capabilities to offer a turnkey solution for business-owner clients.
• Pricing: Get an instant quote for preferential recordkeeping pricing and institutionally priced investment options.
• Choice: Select from our curated list of diversified target date investment options that blend active and passive
investment management from top asset managers.
And while you benefit from the convenience and thoughtful plan design of Envestnet Retire Complete, you maintain
the flexibility to design the features that work best for your organization.
Investment lineup services
All our retirement solutions clients have access to our investment lineup services. These services include quarterly lists
of approved investments with scoring and pre-built lineups for easy implementation.
We offer:
• Proprietary EWS Investment Score™ methodology designed to evaluate and monitor investment options in qualified
retirement plans.
• Access to Envestnet's fiduciary services for ERISA-qualified retirement plans.
• Robust investment research and due diligence supported by Envestnet | PMC.
A partnership with Empower that proactively addresses changing
investment needs and tracks investment changes each quarter to
ensure accurate implementation
