Small Business Retirement Plan Services
The Future of Retirement Plans.
Evidence Advisors Investment Management has partnered with Vestwell, a digital retirement plan platform that makes it easier
for you to offer and administer a company-sponsored 401(k). *
Utilizing Vestwell’s technology, Evidence Advisors provides an innovative retirement plan including flat-fee pricing, robust participant education, and the highest level of investment management and plan administration available.
Plan Consulting & Investment Management
Plan Consulting, Participant Education, and Investment Management Services
Evidence Advisors, LLC is a Registered Investment Advisor firm providing fiduciary investment management to workplace retirement plans.
Plan Consulting
Assist the plan sponsor with plan design, management decisions, benchmarking, and program strategies.
3(38) Fiduciary
Provide ongoing investment management and monitoring services. Development of Investment Policy Statement.
Employee Education
Participant investment education and financial planning tools provided by a CERTIFIED FINANCIAL PLANNER™
Model Portfolios
Risk-based model portfolios in addition to Target-date investment options.
Financial Wellness
Let's Make a Plan @ Wor(k)
Financial Planning Tools and Investment Education for Workplace Retirement Plans Registration Page
Newsletter
Let's Make a Plan @ Wor(k) newsletter filled with timely financial planning and retirement plan information.
Online Courses
Free educational mini-courses on 401(k) investing and retirement planning.
Live Training
Monthly training on specific topics related to retirement planning with live Q & A.
Planning Software
Workplace version of online financial planning software. (Exclusively for employees of Evidence Advisors Workplace clients.)
All courses are taught by Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNER™ practitioner Wyatt A. Moerdyk.
Let's Make a Plan @ Wor(k) is a financial wellness service of Evidence Advisors Investment Management. All communications are general and educational. Let's Make a Plan @ Wor(k) is not an individualized financial planning engagement and does not provide individual financial or investment advice.
Recordkeeping and Administration
All The Tools You Need To Make Offering a Retirement Plan Easier
Vestwell is the engine that powers the recordkeeping side of Evidence Advisors workplace retirement plans.
Recordkeeping
API - driven recordkeeping platform with an intuitive, modern portal that is easy to navigate and understand.
TPA & 3(16)
Plan enrollment, eligibility, and payroll processing services. 3(16) fiduciary oversight including 5500s, year end testing, annual notice delivery, and more.
Payroll Integration
Integrations with dozens of leading payroll providers. Information is automatically transmitted to save you time, mitigate errors, and provide a more seamless experience.
Flexible Design
Flexible investments and plan design so you can build the right retirement plan offering for today and make future changes that may be needed as you grow.
Flat-Fee Pricing
The End of Percentage-Based Pricing.
There are no percentage-based fees charged to plan sponsors or plan participants for any of the services offered by Vestwell or Evidence Advisors Investment Management 1.
VESTWELL
$175 /month
+ $8 /participant
Evidence Advisors Investment Management
-
$2400 {Start-Up to 1 Million} 2
-
$4800 {1 to 3 Million}
-
$6000 {3 to 6 Million}
-
$8400 {6 to 10 Million}
-
Negotiable { > 10 Million}
1 Mutual Fund and ETF expenses are unavoidable. However, neither Vestwell nor Evidence Advisors receive revenue from plan investment options.
2 The minimum annual charge for plans under 1 million is $2400. Annual charges for plans under 1 million could be as much as $3600 depending on the scope of services.
Initial plan pricing, as well as future pricing increases, remain in effect for a minimum of two years.
* Evidence Advisors, LLC and Vestwell are separate business entities and are not affiliated in any way. The relationship between Vestwell and Evidence Advisors, LLC is a strategic partnership specifically for the marketing of 401(k) services. Evidence Advisors LLC, and Vestwell offer similar services with other providers.
