KTRADE is a recordkeeper serving the retirement industry through local Third Party Administrators and Investment Advisors around the continental US.

We offer:

Thousands of investment options
No proprietary fund requirements
Managed account options
Full disclosure of all mutual fund fees and revenues
Low costs
Reliable, secure software and Internet platform
An unyielding commitment to service

To learn more about KTRADE and our services, please call (888) 954-9321 or e-mail us sales@ktradeonline.com.

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On June 14, 2011, CEFEX (Centre for Fiduciary Excellence, LLC) confirmed its certification of KTRADE as adhering to the American Society of Pension Professionals & Actuaries (ASPPA) Standard of Practice for Retirement Plan Service Providers. KTRADE is among the first in the United States to successfully complete the independent certification process for recordkeeping service providers.

The CEFEX certification provides assurance to fiduciaries and their stakeholders that KTRADE has demonstrated adherence to the best practices in the retirement industry. The successful completion of the independent assessment is an extraordinary indication of a firm’s accountability to its clients. The annual certification process involves a detailed assessment of operational data and procedures, followed by on-site interviews with key personnel.