Outsource your fiduciary responsibility under the 3(38) safe harbor to Envestnet Retirement Solutions
Envestnet Retirement Solutions is the 3(38) investment manager and provides investment management and investment advisory services to retirement plan sponsors and plan participants. As a 3(38) fiduciary, Envestnet Retirement Solutions helps ensure the plan's fiduciary responsibilities are being met. In this capacity, Envestnet Retirement Solutions is responsible for selecting, monitoring, and benchmarking the various investment offerings available in the plan.
Institutional-quality investment strategist portfolios at your fingertips
You get access to hundreds of low-cost mutual funds from the nation’s leading mutual fund companies, all pre-screened by Envestnet Retirement Solutions. In addition, select risk-based managed account portfolio solutions from well-known investment strategists, allowing you to mirror lineups from wealth management to retirement plans.
Sophisticated recordkeeping from
Benefit from recordkeeping and administrative services by PCS Retirement with consultative account opening support and optional 3(16) plan administrator services available. Custody assets through AdvisorTrustTM and utilize state of the art retirement plan benchmarking and prospecting tools via the AdvisorLab®.
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