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FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.
Envestnet Retirement
Fiduciary Services
Elevating Pooled Employer Plans & Multiple Employer
Plans with trusted fiduciary guidance
With more and more states requiring businesses to offer their employees retirement plans, Pooled Employer
Plans (PEPs) and Multiple Employer Plans (MEPs) are becoming attractive options for small business
owners. Not only do these plans help meet state mandates, they also give employers flexibility, the ability to
attract talent and a way to provide employees with a path for securing their financial futures.
As business owner clients are increasingly look to their financial advisors for help establishing qualified
plans, PEPs & MEPs may satisfy these needs and Envestnet is here to help you. As a partner in responding
to your client needs, we can take on operational and fiduciary responsibilities, while you focus on what you
do best - helping your clients solve problems and plan for the future.
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
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
20250805-4709336
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