Recordkeeping

In today’s retirement plan environment, the recordkeeping function is especially critical. In fact, recordkeeping is the backbone of the participant-directed system that prevails today.

KTRADE’s record-keeping role includes:

Expertly managing all aspects of contributions, distributions, and other financial activity within the plan
Executing daily trade instructions
Maintaining the participant and plan-sponsor Web sites
Providing quarterly benefit statements
Availability of on-demand statements and other reports for both the employer and participants
Providing enrollment materials
Interfacing with the TPA to provide needed data for compliance testing, reporting and other important administrative functions

Web Based Services

EMPLOYER BENEFIT

A Provides self-service option to our high-touch approach when you need answers quickly
Provides a secure gateway to process payroll contributions quickly and easily
A single place to find answers to help your employees
A convenient portal for all your reporting needs; get the reports you want, when you want with our on-demand reporting feature
Provides for an easy online enrollment process for new hires
Provides a macro view of the plan with the ability to drill down to the individual participant level when needed
Provides a clear view to all financial activity affecting the plan

PARTICIPANT BENEFIT

Quick, easy way to view all information and activity affecting them within the plan
Ability to add/modify beneficiary designations
Provides complete control over investment elections and changes
Provides an option for self-directed brokerage account for maximum investment flexibility
Complete control of financial transactions such as fund transfers, re-balance instructions, loan requests, etc.
Updated fund and account performance information
A convenient portal for all your reporting needs; get the reports you want, when you want with our on-demand reporting feature