An Integrated Retirement Platform

Making informed decisions is best achieved through instant access to real-time data driven dashboards that offer strategic insights into plan-level investment performance, plan management, and reporting.

Envestnet Retirement Solutions (ERS) provides a technology solution that results in holistic data, regulatory, and investment management. Our powerful tools are right at your fingertips—on your desktop or on your mobile device.

Empowered by ERS, you have the ability to:

  • Tap into Envestnet’s fiduciary and investment management experience to help meet today’s regulatory requirements
  • Transform information into intelligence and grow your business more efficiently and effectively
  • Achieve peace of mind with a consistent, cost-effective, and fully documented retirement planning process
  • Benefit from easily accessible investment, research, provider search and selection, and portfolio construction tools
  • Help plan participants strive toward a more secure and prosperous retirement based on their individual circumstances and preferences
  • View consolidated plan data from investment management companies, record keepers, and custodians into a single database to help comply with the Employee Retirement Income Security Act (ERISA) mandated Rule 408(b)(2) and Rule 404a-5 fee notifications.


Learn More About Envestnet Retirement Solutions