Simplify Retirement Planning With Venrollment
At Vance Wealth, we believe that retirement planning shouldn’t be another source of stress—it should be an opportunity to provide security for business owners and their teams alike.
That’s why we’re proud to introduce Venrollment, our new education platform designed exclusively for simplify365® business owner clients.
“In our industry, there’s a widespread lack of education to help participants understand their retirement plans,” said Tyler Tilton, Vice President at Vance Wealth. “By providing an educational platform for both the plan sponsor and participants, everyone benefits.”
This comprehensive new tool empowers both plan sponsors and their employees to fully understand their retirement plan and make the most of the benefits offered. With everything in one place, retirement planning has never been more accessible or easier to manage.
“It includes everything,” Tyler continued. “Plan sponsors can learn about their plan, and participants can log in to, access resources, and find the support they need. It allows everyone to be more proactive with their retirement planning.”
Venrollment serves as a one-stop hub, offering videos, tutorials and other resources that explain your retirement plan in clear, straightforward language. The platform is fully customized to the specific needs of your business, ensuring that both employers and employees have all the information they need at their fingertips.
Whether you’re a business owner meeting your fiduciary responsibilities or an employee trying to maximize your retirement savings, Venrollment simplifies the entire process, giving you the confidence to take control of your financial future.
“At Vance Wealth, we know that running a business takes your full attention,” Tyler added. “That’s why we’re committed to handling the complexities of retirement plan management, allowing you to focus on growing your business.”
Our process begins with a thorough analysis of your current retirement plan, helping plan sponsors understand their fiduciary duties and responsibilities. From there, we share that fiduciary responsibility with you, implementing a formalized approach to investment selection, plan monitoring, and benchmarking to ensure your retirement plan is both efficient and effective. We are committed to offering a transparent fee structure that is reasonable and competitive, ensuring that every dollar you invest works hard for you without unnecessary costs eating into your returns. This approach helps maximize the value of your plan, aligning it with your long-term financial goals.
We work directly with plan participants as well, helping employees set retirement goals and understand their options through personalized consultations and educational resources. With quarterly reviews, goal-setting tools, and a platform that evolves with your company, we’re dedicated to ensuring your plan stays aligned with your long-term objectives.
“Financial stress affects everyone. By making retirement education simple and accessible, we’re giving employers and employees alike the confidence to make informed decisions and plan for the future,” Tyler explained. “Our goal is simple: to take the stress out of retirement planning and give everyone—owners and employees—the tools they need to succeed.”
Are you ready to simplify your retirement plan? Contact Vance Wealth today to discover how Venrollment can help your business achieve more, while providing peace of mind for you and your team.
Vance Wealth, Inc. (“Vance Wealth”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Vance Wealth and its representatives are properly licensed or exempt from licensure.
