1 FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.
Envestnet Retirement
Fiduciary Services
3(21) and 3(38) investment management designed
to help you grow your business
With more and more states requiring businesses to offer their employees retirement plans, being able to deliver
retirement planning services to your clients can help grow your business. However, this opportunity also comes with
significant liability, as you must adhere to strict regulations and prove that every decision made is in the best interest of
your clients.
Fiduciary duty requires advisors to be diligent, transparent, and meticulously documented in their work. Fortunately,
there are partners available to help you enter and grow your retirement planning business without taking on the full
fiduciary burden.
119,000+
advisors managing at least one
retirement plan on our platform
Retirement at Envestnet
*
48 of the 50 largest wealth management and brokerage firms trust Envestnet to partner with their advisors and
serve their clients.
* As of 12/31/24
Our Fiduciary Advantage
254,000+
plans on our platform
$1.9T
in assets on our platform
$38B
in assets under advisement in
3(21) and 3(38) services
Partnership
Flexibility
SCORE
