KTRADE is committed to supporting each of our clients in gaining the greatest value from their relationship with us. We are pleased to share our Employer Connect Video Series which features information every plan sponsor should know. We invite you to watch these videos and contact us to discuss how this information applies to your specific situation.


How the CARES Act Applies to Your Retirement Plan

How the CARES Act Applies to Your Retirement Plan

 IMPORTANT HIGHLIGHTSThe Coronavirus Aid, Relief and Economic Security (CARES) Act includes provisions that may apply to your retirement plan. Here are some important highlights to know first.The CARES ACT expands and relaxes rules on withdrawals, participant loans, and defers mandatory distrib...
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SECURE Act

SECURE Act

Download the Action DocumentSECURE ActThe goal of our nation’s retirement system is to create more opportunities for American workers to save and to make it easier for employers like you to start and maintain benefit plans. With this in mind, Congress just passed, and the President signed the SECUR...
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Your World Evolves and Your Retirement Plan Should, Too

Your World Evolves and Your Retirement Plan Should, Too

Download the Action DocumentYour World Evolves and Your Retirement Plan Should, Too The written version of your retirement plan, your plan document, defines how the plan operates. Naturally, when you started your plan, it reflected what we knew about you and your company at that moment in time. But ...
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Auto-Enrollment and Auto-Escalation

Auto-Enrollment and Auto-Escalation

When we think about the important goals we've reached in our lives, like graduating from college or achieving a career milestone, the journey likely took time, perseverance, and a whole lot of hard work. But the payoffs in the end are the rewards we've earned and the sense of pride we feel in the ac...
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Understanding Why a QDIA Matters

Understanding Why a QDIA Matters

Auto-enrollment has been proven to be effective in raising participation rates in 401(k) plans. As a result, it's been pretty widely adopted across the country, especially in mid- to larger plans. Automatic enrollment creates a situation where many employees fail to make an investment election on th...
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To Roth or Not to Roth

To Roth or Not to Roth

A compelling feature of a 401(k) plan has always been the opportunity to contribute money from your current income on a pre-tax basis today - let it work for you over the years - and then pay taxes on the accumulated balance as you withdraw it in future. That's a real attraction to many company owne...
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Financial Wellness Is Essential to Saving for Retirement

Financial Wellness Is Essential to Saving for Retirement

Introducing a workplace retirement plan can be a compelling way for emplyees to take control of their retirement savings, but for so many people that don't have control of their personal financial situation, the retirement plan at work doesn't have a chance to be successful without a helping hand an...
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