We are owned by a network of third party pension administration firms, or TPAs, located across the United States. Our TPA owners are a group of pension professionals that include actuaries, attorneys and administrators with years of experience helping employers, like you, who are committed to offering a high-quality, sound and secure retirement program to their employees. At KTRADE, the local TPA owner is your advocate and partner on the path to retirement security. Each member has a seat on the KTRADE board of directors that guides and oversees all of our operations. This structure ensures that you have a voice in KTRADE’s service delivery to your employees.
Our TPA owners will help you design a plan that meets your unique needs and assist you with employee education programs. They will also ensure your plan is designed and operates in accordance with all the complex details and compliance regulations which govern all retirement plans.
We have tightly integrated our software systems with our TPA Alliance Members so that we can offer effective and efficient payroll, contribution and distribution processing. Our TPAs have access to this technology and can download the information needed to complete all non-discrimination testing, meet audit requirements and complete government filings. And our TPAs will work closely with your staff and payroll provider to ensure a smooth workflow.
The result of all this integration and collaboration is the smooth and seamless operation of your plan and the delivery of an expertly managed path to retirement security.
We know that the ultimate test for any self-directed retirement plan is what it produces at retirement. KTRADE is the key to empowering your plan to maximize its outcomes.
Bates and Company, Inc.
Winter Park
1201S. Orlando Avenue, Suite 202
Winter Park, FL 32789
Tel: (407) 645-4015
Fax: (407) 647-8377
E-mail: [email protected]
Jacksonville
3063 Hartley Rd. Suite 3
Jacksonville, FL 32257
Telephone:(407) 645-4015
Fax: (407) 647-8377
E-mail: [email protected]
Clearwater
25400 US Highway 19 N, Suite 152
Clearwater, FL 33763-2150
Tel: (407) 645-4015
Fax: (407) 647-8377
E-mail: [email protected]
Benefit Plans Inc.
16924 Frances Street, Suite 100
Omaha, NE 68130
Telephone:(402) 891-0808
Fax: 402-891-0444
Email: [email protected]
Delaware Valley Retirement Inc.
21 Chester Pike
Ridley Park, PA 19078
Telephone: 484-494-5888
Fax: 484-494-5889
Email: [email protected]
DeMars Pension Consulting Services Inc.
8700 Indian Creek Parkway, Suite 185
Overland Park, KS 66210
Telephone: 800-383-5691
Fax: 913-469-9799
Email: [email protected]
Latitude Retirement
Indiana
1500 North Oak Drive
Plymouth, IN 46563
Telephone: 800-726-5726 or
574-936-6200
Brian Chupp x1251
Fax: 574-936-5599
E-mail:[email protected]
Indiana
Indianapolis
Telephone: 317-705-5500
Keith Pyle x1401
E-mail:[email protected]
Ohio
Columbus
Telephone: 614-230-0620
Mike Gossard x1301
E-mail:[email protected]
Ohio
Cincinnati
Telephone: 614-230-0620
Mike Gossard x1301
E-mail:[email protected]
South Carolina
Mt. Pleasant
Telephone: 843-571-2981
Johnny Moye x1501
E-mail:[email protected]
Arizona
Phoenix
Telephone: 574-936-6200
Brad Lankford x1204
E-mail:[email protected]
California
Woodland Hills
Telephone: 844-604-3163
Martha Phillips x1711
E-mail:[email protected]
National Benefit Services
California
12975 Brookprinter Place, Suite 280
Poway, CA 92064
Telephone: (801) 532-4000 ext. 118
Fax: (801) 303-2634
E-mail:[email protected]
Texas
2805 Dallas Parkway, Suite 300
Plano, TX 75093
Telephone: (801) 532-4000 ext. 118
Fax: (801) 303-2634
E-mail:[email protected]
Utah
8523 S. Redwood Road
West Jordan, UT 84088
Telephone: (801) 532-4000 ext. 118
Fax: (801) 303-2634
E-mail:[email protected]
Nexus Administrators, Inc.
7647 N. Fresno, Street, Suite 102
Fresno, CA 93720
Tel: (559) 437-7070, ext 12
Fax: (559) 437-7071
E-mail: [email protected]
PACO, Inc.
1200 Valley West Drive, Suite 507
West Des Moines, IA 50266
Tel: (515) 223-9524
Fax: (515) 223-1375
E-mail: [email protected]
Pension Planning Consultants, Inc.
6201 Uptown Boulevard NE, Suite 100
Albuquerque, NM 87110
Tel: (505) 880-1283
Fax: (505) 880-0295
E-mail: [email protected]
Preferred Pension Planning Corporation
991 Route 22 West
Bridgewater, New Jersey 08807
Tel: (908) 575-7575
Fax: (908) 575-8889
E-mail: [email protected]
Retirement Solutions Advisors, LLC
Wisconsin
15885 W. National Avenue, Suite 100
New Berlin, WI 53151
Tel: (312) 527-2050
Fax: (877) 868-9015
E-mail: [email protected]
Illinois
420 W. Grand Avenue, Suite 1B
Chicago, IL 60654
Tel: (312) 527-2050
Fax: (877) 868-9015
E-mail: [email protected]
SI GROUP Certified Pension Consultants
1299 South Beretania Street, Suite 315
Honolulu, HI 96814
Telephone: (808) 748-7700
Fax: (808) 748-7799
Email: [email protected]
SuperiorUSA Benefits
Minnesota
525 Lake Ave South, Suite 410
Duluth, MN 55802
Telephone: 877 or (218) 529-2477
Fax: (218) 725-9161
E-mail: [email protected]
Minnesota
17800 Excelsior Blvd
Minnetonka, MN 55345
Telephone: 877 or (218) 529-2477
Fax: (218) 725-9161
E-mail: [email protected]
Iowa
220 Emerson Place, Suite 303
Davenport, IA 52801
Telephone: 877 or (218) 529-2477
Fax: (218) 725-9161
E-mail: [email protected]
TPS Group dba The Pension Service, Inc.
Connecticut
127 Washington Avenue, West Wing
North Haven, CT 06473
Tel: (203) 234-2229
Fax: (203) 234-8369
E-mail:[email protected]
[email protected]
TPS Group dba The Pension Service LLC
Massachusetts
468 Great Road
Acton, MA 01720
Telephone: (978) 369-2318
Fax: (203) 234-8369
E-mail: [email protected]
[email protected]
TPS Group dba TPSI
New York
270 Northpointe Parkway, Suite 10
Amherst, NY 14228
Telephone: (716) 839-9405
Fax: (716) 839-9713
E-mail: [email protected]
TPS Group dba The Pension Service of NNE
Maine
869 Main Street, Suite 400
Westbrook, ME 04092
Telephone: (207) 854-1304
Fax: (207) 854-1305
E-mail: [email protected]