Issue link: https://resources.envestnet.com/i/1541281
2 FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC. Envestnet Retirement Background Envestnet Retirement Envestnet Retirement Solutions, LLC ("Envestnet", "ERS" or "Envestnet Retirement") delivers independent and innovative retirement solutions to the broad spectrum of retirement advisors and plan sponsors. Powered by innovative enterprise technology, fiduciary solutions and dedicated and experienced staff, we aim to help firms managed, grow and mitigate risk in the retirement space. ERS Enterprise Platform Envestnet's practice management platform is a full set of tools that are configured on a role-based level for advisors (i.e. allow specialized advisors to perform all reporting to support their fiduciary role for plans sponsors and limit the tools for non-specialized advisors who do not take on a fiduciary role). It allows for the home office to control outputs and disclosures. Combined with the data aggregation services, firms and advisors have a complete line of sight into their retirement plans. Every report output will show the firm's brand, advisor name and firm's disclosures. Data Aggregation Services Envestnet will gather your pertinent retirement plan data across the recordkeeper ecosystem monthly. Home offices and advisors have a single view of all relevant plan data for their book of business to help manage and service retirement plan sponsors. Envestnet Retirement Marketplace Allows all advisors to request pricing proposals from over 30 recordkeeping firms within minutes. Request a fiduciary proposal from Envestnet as part of the process. Platform is integrated and allows for curation of recordkeeping firms offered. Fiduciary Solutions Whether your advisors are retirement experts or looking to start their first plan, our team is here to help them in their goal to win business. Our ERISA 3(21)/3(38) services allow them to focus on winning and retaining plans, while we take on some of their fiduciary responsibilities. How we can help Data Aggregation Services Retirement Marketplace Fiduciary Solutions ERS Enterprise Platform 20251023-4929939 █████████████████ Ì20000EL8ZMÎ