Through the collaboration, advisers using Vestwell will be able to access Section 3(38) investment management services through Envestnet Retirement Solutions.
Envestnet will provide plan-level fiduciary services for Vestwell, which will handle record keeping and administration.
Over time, the companies said, the relationship will expand to include other Envestnet offerings.
The post Vestwell, Envestnet partner to create turnkey retirement plans appeared first on InvestmentNews.
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