Issue link: https://resources.envestnet.com/i/1541281
6 FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC. Envestnet Retirement Marketplace Accelerate growth. Simplify sales. Equip advisors for success. The Envestnet Retirement Marketplace is a transformative solution built for financial advisors who are ready to enter the retirement plan space or scale their existing practice. It streamlines the retirement plan sales process, enhances transparency, and enables advisors to deliver a modern, efficient, and client-focused experience—starting from the very first conversation. Why choose Envestnet Retirement Marketplace? Simplicity and speed Lower the barrier to entry and supercharge your advisors' productivity with a powerful point-of-sale application. Advisors can instantly generate proposal pricing and service comparisons from over 30 recordkeepers—no waiting, no complexity. Just turnkey, side-by-side comparisons that help close business faster. Transparency and trust Build confidence with clients through consistent, accurate, and transparent presentation of plan pricing, services, and investment options. Home office teams gain full visibility into every advisor proposal request, and advisors can easily indicate which recordkeeper won the plan—ensuring alignment and accountability across the board. Key features • Firm-branded proposal comparison documents with built-in compliance language and disclosures • Single sign-on access for a seamless user experience directly through the ERS Platform • Full integration with Envestnet Retirement's platform—advisors can request proposals for existing plans without re- entering data, thanks to automatic data pull from ERS (covering advisors, plans, funds, and more) With Envestnet Retirement Marketplace, we believe your firm can deliver a powerful, persuasive, and scalable retirement plan sales experience—driving growth, ensuring compliance, and enabling advisor success from day one. The plan information and recordkeeper firms and their information listed are for illustrative purposes only and are not intended to represent a complete list of providers available. The availability of the providers listed is subject to change. The recordkeepers listed herein and Envestnet are separate and unaffiliated firms. This material should not be construed as a recommendation or endorsement of any particular product, service, individual or firm. 20251023-4929939 █████████████████ Ì20000EL93+Î