Invst Acquires NS Capital, Revolutionizing Retirement Solutions for Businesses

Invst Acquires NS Capital, Revolutionizing Retirement Solutions for Businesses

Jeff Neidlinger
Invst
jeff@invst.com

Invst, an Indianapolis, Indiana based registered investment advisor is thrilled to announce its acquisition of NS Capital, a Stamford, Connecticut based registered investment advisor, creating a market-leading retirement practice that aims to reshape how businesses approach employee retirement solutions. This acquisition creates the INVST Unity Pooled Employer Plan which represents a strategic leap forward, in INVST’s ability to deliver top-tier retirement plan offerings tailored to the evolving needs of businesses and their employees.

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As competition for talent intensifies and traditional pension plans become relics of the past, the future of retirement benefits rests squarely on the shoulders of 401(k) plans. With questions surrounding the viability of Social Security, businesses are increasingly recognizing 401(k) plans as not just optional, but essential components of their employee benefits package. Historically, companies of all sizes have wrestled with exorbitant fees, fiduciary liabilities, and cumbersome administrative demands—until now.

The introduction of the Pooled Employer Plan (PEP), a groundbreaking initiative born from the Secure Act—regarded as the most significant legislative shift in 401(k) plan management since the Pension Protection Act of 2006—sets the stage for a transformative solution. The PEP allows employers across diverse sectors to consolidate efforts into a single, professionally managed retirement plan, while reducing liability and costs associated with 401k plans. This not only simplifies the process for companies but also alleviates them from the risks associated with independently sponsoring a retirement plan.

Through the collective power of a PEP, businesses can access comprehensive fiduciary protections and significantly reduce their administrative burdens, all while benefitting from the superior services made possible through economies of scale. This translates into lower overall costs, streamlined operations, and enhanced retirement offerings that attract and retain top talent.

“Our mission is to help one million people live the life they want,” said Scott Jarred, founder of Invst. “With this acquisition, we will be able to widen our reach and serve even more companies and their employees, empowering them to achieve their desired quality of life.”

“Our focus remains steadfast on providing innovative retirement solutions that prioritize both accessibility and quality. By integrating NS Capital's expertise into our operations, along with our existing breadth of retirement solutions, we are poised to enhance our service offerings significantly,” said Steven Shackelford, Invst VP of Qualified Plans. “Together, we can ensure that businesses not only meet the retirement needs of their employees but also thrive in today’s competitive market. This is about creating a lasting impact on the lives of our clients and their teams, reinforcing our commitment to a brighter financial future for all.”

Invst and NS Capital have both been at the forefront of the fiduciary consulting landscape, specializing in 401(k) plans tailored for companies. Recognizing a critical gap in the market, NS Capital launched the Unity 401(k) Pooled Employer Plan in January 2021, becoming one of the pioneering independent PEPs in the nation. Invst formed the MyInvst401K PEP in 2021 as well. Their early adoption and swift scaling facilitated enhanced bargaining power, allowing them to negotiate unique features and benefits that set their offerings apart from competitors. Together the new Invst Unity PEP will create opportunities for businesses of all sizes as they help their employees with financial literacy and retirement planning. The Invst Unity PEP coupled with the Invst IQ Financial Wellness Platform/app for employees provides the most unique retirement plan in the country. This platform provides participants state of the art financial education with courses, videos, articles and other interactive content.

The Invst Unity PEP is a comprehensive solution designed to meet the myriad needs of employers. It combines critical features such as investment and administrative fiduciary protection, an exceptional lineup of low-cost, high-quality institutional investments, and minimal administrative requirements—providing employers and employees with a seamless and cost-effective retirement experience.

Louis Day, Senior Managing Partner at NS Capital, expressed his enthusiasm for the merger, stating, “I've known Invst for years and have always been impressed by the quality of their advisory services. The alignment of our cultural values—centered around fiduciary advice, client service, and a genuine care for individuals—made this partnership a natural fit.”

The newly combined entity will harness the expertise of both firms, unifying their strengths to offer an unparalleled value proposition to business clients, ultimately transforming the landscape of retirement planning for all businesses.

About Invst

Free from the Wall Street powerhouses, Invst acts in the best interest of our clients as their fiduciary. Every day, we roll up our sleeves and go to work for them. The advice and solutions we render to our clients are not only at the highest degree of professional standards but are also the same that we would render to ourselves and our families. Welcome to the smarter, faster, non-conforming, personal wealth building, always got your back financial advisor that helps people live the life they want by making money work for them. Invst offers a variety of advisory services – which include financial planning, consulting, and investment management services – with a focus on educating, guiding and counseling clients toward reaching their full financial potential.

Invst, LLC (“Invst”) is an SEC registered investment advisor with offices in Indianapolis, IN and Tampa, FL. Invst does not make any representations or warranties as to the investments and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users should be guided accordingly. Prior to Invst rendering any of the advisory services described herein, clients are required to enter into one or more written agreements with Invst setting forth the relevant terms and conditions of the advisory relationship (the “Advisory Agreement”). For additional information, visit www.Invst.com.

About NS Capital

NS Capital is an independent SEC Registered Fiduciary Retirement Plan Consultant specializing in crafting and managing high-standard 401(k) plans for businesses. Committed to transparency and conflict-free advice, NS Capital operates offices in Stamford, Chicago, and Greenville, SC, proudly serving clients nationwide.