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Achieving Financial Wellness

American investors are confronted by accelerating complexity, sub-par returns and minimal coordination between their assets, investment strategies and underlying liabilities. When one considers that millions of investors struggle with the same challenges, you realize that America’s multi-trillion-dollar personal savings market is plagued by systemic inefficiency. By Jim Patrick of Envestnet | PMC and Kelly Michel of Envestnet Retirement Solutions with Robert Huebscher of Advisor Perspectives, 5/20/19. Listen to the podcast
by Envestnet | Retirement Solutions - May 20, 2019

Financial Wellness and the Impact of Technology

Babu Sivadasan, Group President of Envestnet Retirement Solutions, discusses how technology is delivering better financial outcomes and how AI will impact the wealth and retirement industries. View video
by Envestnet | Retirement Solutions - April 15, 2019

Ameritas Investment Corp. Launches Practice Management Platform

Ameritas Investment Corp. (AIC) launched a new retirement plan platform this month offering a comprehensive array of tools to better help advisors serve the retirement plan marketplace. read more
by Envestnet | Retirement Solutions - Nov 27, 2018

SS&C Expands Managed Account Offering with Envestnet Retirement Solutions

SS&C Technologies Holdings, Inc. (Nasdaq:SSNC), a global provider of financial services software and software-enabled services, today announced a collaborative agreement with Envestnet Retirement Solutions (ERS) to integrate its Managed Account solution with SS&C’s retirement record keeping platform, TRAC®. read more
by Envestnet | Retirement Solutions - Oct 24, 2018

HD Vest Empowers Advisors with Envestnet’s Tech Solutions

HD Vest, the pioneer of Tax Smart Investing and a wholly owned subsidiary of Blucora, Inc. (NASDAQ: BCOR), has partnered with Envestnet, Inc. (NYSE: ENV) to expand the suite of progressive technology solutions that its independent advisors can utilize to manage and grow their practices...read more
by Envestnet | Retirement Solutions - Sep 13, 2018

Private Capital Group Selects ERS’s Practice Advantage™ for Retirement-Focused Advisors

Private Capital Group has chosen to provide the Practice Advantage™ technology solution from Envestnet | Retirement Solutions (ERS), a majority-owned subsidiary of Envestnet, Inc. (NYSE: ENV), to the advisors in its network to grow and manage their retirement service offerings...read more
by Envestnet | Retirement Solutions - Aug 23, 2018

Advisor Group Launches ERS-Powered Retirement Plan Central, a Comprehensive Practice Management Platform for Retirement Advisors

Advisor Group, one of the nation’s largest networks of independent financial advisory firms, today announced the launch of Retirement Plan Central, a comprehensive practice management platform for 401(k) advisors powered by Envestnet | Retirement Solutions’ Practice Advantage™....read more
by Envestnet | Retirement Solutions - Mar 7, 2018

New RetireSMART^SM Ready mobile app updates you on your retirement readiness, lets you make improvements

Massachusetts Mutual Life Insurance Co. (MassMutual) is introducing a new RetireSMARTSM Ready mobile app for smartphones to give savers in 401(k)s and other defined contribution retirement plans immediate access to information about the progress they have made towards their retirement goals....read more
by Envestnet | Retirement Solutions - Nov 28, 2017

GRP Advisor Alliance Partners with Envestnet | Retirement Solutions and Reliance Trust to Launch Foundational Retirement Solutions Suite of CITs

GRP Advisor Alliance (www.grpaa.com), an elite group of retirement plan firms focused on empowering advisors, has partnered with Envestnet | Retirement Solutions (ERS), a leading integrated services provider for retirement advisors, and Reliance Trust, an FIS company and one of the nation's largest trust companies, to launch Foundational Retirement Solutions (FRS)...read more
by Envestnet | Retirement Solutions - Sep 14, 2017

Envestnet | Retirement Solutions Surpasses $25B in Assets Supported Through Innovative Fiduciary Service

Envestnet | Retirement Solutions (“ERS”) now supports more than $25 billion in assets under advisement through its customized, portable 3(21) and 3(38) outsourced fiduciary service, Envestnet Fiduciary Advantage™. ERS has also added T. Rowe Price Retirement Plan Services, Inc. to its group of financial institution clients offering access to Envestnet Fiduciary Advantage to deliver fiduciary services and protection to advisors working with retirement plan sponsors...read more
by Envestnet | Retirement Solutions - Jun 22, 2017

Envestnet | Retirement Solutions Extends Fiduciary Support to TIAA Custom Portfolios

REnvestnet | Retirement Solutions (“ERS”) announced today that ERS’s customized 3(38) investment management service platform, Envestnet Fiduciary Advantage™, will be available to plan sponsors and advisors whose retirement plans include TIAA’s Custom Portfolios Model Service. The same 3(38) investment management services will be made available to plan sponsors, or their advisors, that wish to incorporate TIAA’s Target Income Models, which leverage the application of Liability Driven Investing (LDI)...read more
by Envestnet | Retirement Solutions - May 10, 2017

Envestnet | Retirement Solutions Partners with The Retirement Advisor University to Provide a Fully Integrated Fiduciary Advisor Training Program

Partnership Makes New Fiduciary Education Available to Retirement Advisors. Envestnet | Retirement Solutions (“ERS”) announces it is partnering with The Retirement Advisor University (“TRAU”) to deliver the “Essential Retirement Advisor,” a fully integrated fiduciary training program designed to help financial advisors obtain access to continuing practice management and fiduciary education in order to meet their obligations and thrive in a fee-based fiduciary world....read more
by Envestnet | Retirement Solutions - Feb 8, 2017

CUNA Mutual Retirement Solutions Partners with Envestnet | Retirement Solutions to Offer Fiduciary Outsourcing Services | PR Newswire

Partnership Makes New Fiduciary Solutions Available to Retirement Advisors and Sponsors. The relationship is another example of CUNA Mutual Retirement Solutions' long-term commitment to helping advisors be more successful in their practices and better serve the retirement needs of their clients... read more
by Envestnet | Retirement Solutions - Nov 15, 2016

Kelly Michel Joins Envestnet | Retirement Solutions as Chief Marketing Officer | PR Newswire

25+ Year Veteran of Retirement Services Industry Will Work with Sales, Product Development, & Client Management Teams to Position Envestnet Retirement Solutions for Ongoing Growth... read more
by Envestnet | Retirement Solutions - Sep 29, 2016

Russell Investments’ Adaptive Retirement Accounts to Leverage Envestnet | Retirement Solutions’ Patented Participant Advice Engine for DC Plan Participants | Business Wire

Industry leaders combine multi-asset investing capabilities and asset allocation expertise with advanced technology and participant advice tool in next-generation “managed QDIA” option... read more
by Envestnet | Retirement Solutions - Sep 26, 2016