For Employers

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

Download 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.

Watch A Video

INVESTMENT ADVISOR

Your financial Advisor is critical to your plan’s success. Learn how we help.

Learn More