Envestnet Retirement Solutions acts as an investment management firm registered with the Securities and Exchange Commission since 2013, offering services primarily to retirement plan sponsors for employer-sponsored benefit plans such as 401(k), 403(b), and pension plans. The firm provides discretionary and non-discretionary fiduciary services, custom asset allocation services, and investment models to other registered investment advisors. Operating under federal retirement plan rules as either a 3(21) or 3(38) fiduciary, the firm evaluates investment alternatives using proprietary quantitative and qualitative methods, including the Envestnet SCORE methodology. Envestnet Retirement Solutions focuses exclusively on institutional and employer-sponsored retirement plans rather than individual retail wealth management, managing billions in assets across thousands of plans.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.