Solutions for Employers
Defined contribution plans are now the leading retirement benefits provided by American employers - this means millions of people faced with investment decisions they most likely don't have the expertise to make.
Invesra allows you to offer the perfect solution: complete, inexpensive, outsourced retirement planning advice and account management services for your participants.
How Invesra helps Employers
- Creates a portfolio with multiple, broad asset classes
- Refines with personal data, such as age, years to retirement, current holdings and risk tolerance
- Applies a powerful, proprietary optimizer to make final selections
- Provides implementation support
- Available for ongoing monitoring and rebalancing to keep plan tracking to goals
How Invesra helps you
- Attract the best employees with a uniquely enhanced retirement benefits package
- Wise employee investment decisions help keep your plan assets growing
Helps you meet your fiduciary responsibility
- Provide prudent and objective portfolio management advice
- Meets Eligible Advice Arrangement criteria of Pension Protection Act of 2006*
- Serve as fiduciary for the recommendations we make
*Final regulations have not been published on the Pension Protection Act of 2006 and our process has not yet been certified by an independent auditor.
