KTRADE Is Committed to Serving Employers
The KTRADE team can provide the guidance your fiduciaries and participants need to achieve a successful plan. This team consists of KTRADE’s recordkeeping service, a leading custodian, your Investment Advisor and the local TPA.
In today’s retirement plan environment, our role as recordkeeper is especially critical. In fact, recordkeeping is the backbone of the participant-directed system that prevails today.
KTRADE will provide the following recordkeeping functions for your plan:
- Expertly manage all aspects of plan contributions, distributions and other financial activity within the plan
- Execute daily trade instructions
- Maintain the participant, plan sponsor, advisor and TPA websites
- Provide quarterly benefit statements
- Offer on-demand statements and other reports
- Provide enrollment materials
- Interface with the TPA to provide needed data for compliance testing, reporting and other important administrative functions
- Serve as liaison for the plan to the custodian
- Serve as liaison for the TPA to the custodian for distribution and loan payments
Participant education is an especially important part of an effective retirement plan. Your plan is only successful if your employees understand how it works and, as a result, are prepared to make informed decisions. KTRADE’s goal is to ensure your employees receive the education and guidance they need so they can take an active role in preparing for a sound and secure retirement.
Download the KTRADE Plan Sponsor Product Sheet
KTRADE’S Web-based Toolkit for Employers
We offer a full range of online tools to ensure you can manage your plan effectively and efficiently.
For Employers
Self-service option when you need answers quickly
Secure gateway to process payroll contributions quickly and easily
Single place to find answers to help your employees
Easy online-enrollment process for new hires
Macro view of the plan with the ability to drill down to the individual participant level when needed
Convenient portal for all your reporting needs – Get the reports you want, when you want with our on-demand reporting feature
Clear view of all financial activity affecting the plan
VIDEO EDUCATION
Retirement plans are complex. Visit or video library to learn what you need to know.
INVESTMENT ADVISOR
Your financial Advisor is critical to your plan’s success. Learn how we help.