What Is Venrollment?
Venrollment is a retirement plan enrollment platform that simplifies participant onboarding and ongoing plan administration. The software replaces manual processes with a secure, streamlined digital experience for advisors, plan sponsors, and participants.
Key features include:
- Digital participant enrollment and re-enrollment
- Automated workflows and data capture
- Secure plan documentation
- Improved efficiency and participant experience
The platform delivers fully customizable video walk-throughs that explain plan details and a range of financial education and wellness topics. Please visit https://venrollment.com/ for more information on the tool.
Advisors utilizing GVA Retirement Partners receive full access to Venrollment at no cost.
This tool is included as part of GVA’s retirement platform, reinforcing our commitment to best-in-class technology, seamless integrations, and advisor support.
Venrollment Direct Pricing
Advisors who choose to use Venrollment outside of GVA Retirement Partners are subject to standard pricing:
- Up to 50 plans: $375/month | $4,500 annually
- Up to 100 plans: $542/month | $6,504 annually
- Over 100 plans:
- Additional 50-plan blocks for $250/month
- $3,000 annually per additional block
Contact retirementpartners@greatvalleyadvisors.com for more information on how to get started with Venrollment.
**At this time Venrollment is approved for use by RIA only advisory practices. For Hybrid practices, it is currently going through approvals at LPL with a targeted rollout End of Q2.
