FinTech
NAPAFIRMPARTNERS
JBerwyn, PA • envestnet.com
Murfreesboro, TN • fiduciaryedge.com
Envestnet, Inc.
Fiduciary Compliance Corporation
Key Contact(s)
Key Contact(s)
Sean Murray 415.717.0552 • Sean.Murray@envestnet.com
Larry E. Crocker 615.848.0015 • LEC@ifiduciary.com Patrick Smyth 615.848.0015 • patrick@fiduciaryedge.com
Firm Profile In Business Since: 1999 Envestnet is Fully Vested™ in connecting people’s daily lives with their long-term goals. Envestnet Retirement Solutions delivers a complete retirement practice suite of solutions. Whether you select all or a portion, our solutions are designed to fill the gaps and complement your team - and enhance your client support to power your practice.
Product / Service Category • Asset Allocation • Advice/Guidance • Administrative Services • Financial wellness • Consulting/Plan Design • Software • Advisor dashboard
Firm Profile In Business Since: 2007 Fiduciary Compliance Corporation is a compliance technologies company that provides management solutions for plan sponsors and plan advisers. FiduciaryEdge® is our patented compliance system created for plan sponsors of both single-employer and multiple-employer plans and for pooled plan providers and their PEPs. FiduciaryEdge® was designed to systematize and document effective management of a retirement plan. All administrative and operational tasks are measured for a timely response with a compliance score assigned to each plan. Compliance responsibilities and workflow activities are clearly defined, assigned, and managed for accountability.
Product / Service Category • Administrative Services • Software • Other
Product / Service Description Maintaining an effective, efficient, and compliant benefit or retirement plan often seems like an impossible task for employers and is challenging for PPPs responsible for oversight of all participating employers. Due to the complex nature of plan management and the changing compliance and regulatory environment, more plan sponsors and plan fiduciaries are looking for customizable workflows along with sound compliance guidance and support as opportunities to mitigate their corporate and personal fiduciary risk. FiduciaryEdge® is the solution. FiduciaryEdge® tracks and provides transparency of the actions and activities of the employer’s and the service provider’s staff who are responsible for the administration and management of their plan. FiduciaryEdge® provides plan sponsors and plan fiduciaries peace of mind by ensuring their retirement plan is compliant with administrative requirements, applicable laws, regulations, and industry best practices. Fiduciary Compliance. Simplified!™
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NAPABLACKBOOK2023