Services
Recordkeeping
- 24/7 Internet access to accounts
- Plan Sponsor Web
- Advisor Portal
- Payroll validation center
- Spanish enabled website
- Voice Response Unit (VRU) available
- Toll free participant helpline
- Full disclosure of all mutual fund fees and revenues
- No proprietary fund requirements
- Thousands of investment options
- Lifestyle and target funds
- Exchange Traded Funds (ETF)
- Managed account option
- Online brokerage
- Quarterly statements via mail or electronically
- Reliable and secure software
- SUNGARD secure systems integrity
- Institutional Custodian available
- Institutional Trustee available
- Newkirk Fund Central
- Online reporting
- Integration with the TPA
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Types of retirement plans
- 401(k)
- 403(b)
- 401(a)
- 457
- Profit Sharing
- New comparability
- Money Purchase
- Employer Stock Option Plan (ESOP)
- Defined Benefit
Your local TPA will work with the plan sponsor directly. They can assist with the following:
- Plan design
- Document compliance
- Plan compliance/nondiscrimination testing
- Meet audit requirements
- Government filings
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Administration
Retirement plan administration is provided to the plan sponsor by a local Third Party Pension Administration (TPA) firm located across the United States.
To learn more about KTRADE and our services, please call (888) 954-9321 or e-mail us sales@ktradeonline.com.
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