Investment Advisor

Role of the Investment Advisor

Your Investment Advisor is responsible for selecting and maintaining the investments options your plan offers. This is an important role as it ensures you are fulfilling your fiduciary responsibilities in offering appropriate and prudent investment choices to your employees. The functions your Investment Advisor performs include:

  • Fund-selection recommendations
  • Fund monitoring (including periodic meetings)
  • Guidance on fund replacement and mapping
  • Administration of enrollment meetings
  • Administration of educational meetings
  • Investment services
  • Monitoring of the Investment Managers

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.