KTRADE is a recordkeeping firm that serves the retirement plan industry through our Alliance Members, a group of local third party administrators, or TPAs, and investment advisors located throughout the United States.

EMPLOYERS

The KTRADE team provides expert service to help employers deliver successful retirement programs.

ADVISORS

The KTRADE team provides expert service to help employers deliver successful retirement programs.

PARTICIPANTS

The KTRADE team provides expert service to help employers deliver successful retirement programs.

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.

At KTRADE, the founding principal that drives our business is the belief that now, more than ever, employees depend on the investment plan offered by their employer to see them through their retirement years. We meet this goal through an open architecture platform. Put simply, this means our alliance partners can customize the retirement plan that best fits your needs and your employees’ objectives.

Our Services

Recordkeeping

 

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Administration

 

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Managed Accounts

 

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Retirement Plan Types

 

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Strategic Partners

Fidelity Investments
Mid Atlantic Trust
Broadridge
Charles Schwab