Your Investment Fiduciary Partner
Your Investment Fiduciary Partner
An important part of running a sound practice is managing your time and your risk. Allow Envestnet Retirement Solutions to free up both by providing fiduciary support to your plan sponsors and their participants. Maximize your business, minimize your risk.
ERS SCORE Methodology: Investment Selection Proccess
The proprietary SCORE Methodology evaluates all plan Designated Investment Alternatives (DIA) in each peer group used for Fiduciary Advantage. The ERS SCORE Methodology’s performance results are continually vetted and refined. We place a premium on managers with the following characteristics: