About Us

KTRADE is a recordkeeper that offers an open architecture platform with a personal touch. KTRADE is owned by a network of Third Party Pension Administration (TPA) firms located across the United States. These Alliance Members are true professionals. They are comprised of actuaries, attorneys, and administrators with many years of experience helping employers offer a quality, sound and secure retirement program to their employees.

KTRADE is an advisor-friendly platform. We place no restrictions on the mutual funds that can be offered. Your advisor is free to bring to your employees the mutual funds that they believe are the best. KTRADE enables your Advisor to offer a managed account option through our Advisor Portal.

KTRADE’s Strategic Partners include Charles Schwab Trust Company, Fidelity Investments, Mid Atlantic Capital Corp, and TD Ameritrade. They provide several different options for custodial and trustee services. Other Partners include SUNGARD Systems and SUNGARD Transaction Network.

Alliance Members

Demars Pension Consulting Services, Inc. 8700 Indian Creek Parkway, Suite 185 Overland Park, Kansas 66210 Tel: (800) 383-5691 Fax: (913) 469-9799 E-mail: jdemars@demarspension.com	The Pension Service 127 Washington Avenue, West Wing North Haven, CT 06473-0478 Tel: (203) 234-2229 Fax: (203) 234-8369 E-mail: info@thepensionservice.com

Niles Lankford Group, Inc. 1500 North Oak Road Plymouth, IN 46563 Tel: (800) 726-5726 Fax: (574) 936-5599 E-mail: blankford@nlgpension.com	Benefit Plans Inc. 16924 Frances Street, Suite 100 Omaha, Nebraska, 68130 Tel: (888) 443-3803 Fax: 402-891-0444 E-mail: linnc@bpiomaha.com

The Senex Group Woodland Hills Financial Center 21021 Ventura Boulevard, Ste 310 Woodland Hills, CA 91364 Tel: (818) 593-3535 Fax: (818) 593-2036 E-Mail: wayne@senexgroup.com