Envestnet Retire Complete

Envestnet has partnered with Empower to offer Envestnet Retire Complete, a turnkey and competitively priced retirement solution for your business-owner clients. Save time on plan administration and gain access to a comprehensive universe of investment options.

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OVERVIEW

How it works

Envestnet has created a cost-effective, practical retirement solution that leverages the experience of one of the nation’s leading retirement plan providers, Empower. Envestnet will act as a 3(38) investment management fiduciary responsible for selecting, managing, monitoring, and benchmarking the investment offerings of the plan.

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The potential benefits of Envestnet Retire Complete

1

Ease of use

Access our turnkey solution for business-owner clients leveraging Envestnet’s 3(38) fiduciary capabilities.

2

Competitive pricing

Receive an instant quote for preferential recordkeeping pricing along with institutionally priced investment options.

03

Investment options

Select from Envestnet’s recommended list of diversified target date investment options blending active and passive investment management strategies.

04

Participant experience

Give employees access to innovative tools that can help them manage their entire financial lives in one place.

Need a proposal right away? Start here.

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During this call we’ll cover:

  • How to gain a better understanding of your business
  • Outline your goals and objectives
  • Identify next steps to explore potential solutions

Empower and Envestnet are separate and unaffiliated firms. This material should not be construed as a recommendation or endorsement All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any kind between them and Envestnet. All data included in this report, including, but not limited to charts/graphs, plan level data and investment of information supplied by the plan, service providers, investment firms, reporting companies and other sources. While the information is believed made to its completeness or accuracy.

Empower Retirement, LLC and its affiliates are not affiliated with Envestnet. Empower refers to the products and services offered by Empower Annuity Insurance Company of America and its subsidiaries. This material is for informational purposes only and is not intended to provide investment, legal, or tax recommendations or advice. “EMPOWER” and all associated logos and product names are trademarks of Empower Annuity Insurance Company of America.

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