Retirement Plans

If you are a business owner or HR professional, get the right type of help with your retirement plan options. Envisionvest provides fiduciary retirement services that are affordable and robust with custom ETF (and stocks in some account types) portfolios that help employees reach their retirement savings goals. 

Through our 401(k) 3(21) services, we can help you maintain compliance by providing investment reviews and selection, bench-marking fees for record-keepers, third-party administrators and other service providers. 

Envisionvest can also incorporate a Financial Wellness Program that is in-sync with your retirement plan and other benefits so employees can plan more effectively. This helps bridge the gap with company benefits and their outside personal financial affairs.  

Types of plans & fees we manage:

  • 401(k); fees ranging from 30 to 60 basis points 

  • 403(b); fees ranging from 30 to 60 basis points 

  • SIMPLE IRA; fees start at 1.50% on the first $250,000, then reduced by 25 basis points for each additional $250,000  

  • SEP Plans; fees start at 1.50% on the first $250,000, then reduced by 25 basis points for each additional $250,000

  • Solo-K's; fees start at 1.50% on first $250,000, then reduced by 25 basis points for each additional $250,000

  • Financial Wellness Programs; fees range from 40 to 60 basis points per year

  • Fees are annually based and is calculated on the daily account balance, billed quarterly in the arrears 

Contact

© 2019 EnvisionVest All Rights Reserved - 

Envisionvest is a Fee-Based Investment Advisory Firm.

Investments products and services available only to residents of: TX and in other jurisdictions where exempted. 

2700 Post Oak Blvd, 21st Floor

Houston, TX 77056

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Tel: 888.472.9712

Fax: 713.589.6966

gethelp@envisionvest.com​