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SunGard Acquires ProNvest
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Overview
SunGard ProNvest is an independent registered investment advisory firm that helps retirement plan participants with a goal-based advice and money management service. ProNvest provides educational tools, professional account management, investment allocation advice and managed IRA rollovers.
We help individuals…
• Plan for their retirement goals by personalized savings
• By offering advice and management of their money by financial
professionals
• With access to rollover their 401(k) or similar plans
We help organizations…
• Reduce plan sponsor fiduciary liability
• Provide educational content and resources to meet
ERISA requirements
• Reduce challenges and costs associated with managing 401(k) plans
• Allow equal access to account information for current and
former employees
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