We are owned by a network of third party pension administration firms, or TPAs, located across the United States. Our TPA owners are a group of pension professionals that include actuaries, attorneys and administrators with years of experience helping employers, like you, who are committed to offering a high-quality, sound and secure retirement program to their employees. At KTRADE, the local TPA owner is your advocate and partner on the path to retirement security. Each member has a seat on the KTRADE board of directors that guides and oversees all of our operations. This structure ensures that you have a voice in KTRADE’s service delivery to your employees.

Our TPA owners will help you design a plan that meets your unique needs and assist you with employee education programs. They will also ensure your plan is designed and operates in accordance with all the complex details and compliance regulations which govern all retirement plans.

We have tightly integrated our software systems with our TPA Alliance Members so that we can offer effective and efficient payroll, contribution and distribution processing. Our TPAs have access to this technology and can download the information needed to complete all non-discrimination testing, meet audit requirements and complete government filings. And our TPAs will work closely with your staff and payroll provider to ensure a smooth workflow.

The result of all this integration and collaboration is the smooth and seamless operation of your plan and the delivery of an expertly managed path to retirement security.

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.

Bates and Company, Inc.

Bates and Company, Inc.
1201S. Orlando Avenue, Suite 202
Winter Park, FL 32789
Tel: (407) 645-4015
Fax: (407) 647-8377
E-mail: jdl@batesco.com


Bates and Company, Inc.
3063 Hartley Rd. Suite 3
Jacksonville, FL 32257
Telephone:(407) 645-4015
Fax: (407) 647-8377
E-mail: jdl@batesco.com


Bates and Company, Inc.
25400 US Highway 19 N, Suite 152
Clearwater, FL 33763-2150
Tel: (407) 645-4015
Fax: (407) 647-8377
E-mail: jdl@batesco.com

Benefit Plans Inc.

Benefit Plans Inc.
16924 Frances Street, Suite 100
Omaha, NE 68130
Telephone:(402) 891-0808
Fax: 402-891-0444
Email: neill@bpiomaha.com

Corporate Financial Services Logo

Corporate Financial Services LLC
7050 Fain Park Drive, Suite 12
Montgomery, AL 36117
Telephone: 334-215-4499
Fax: 334-215-4478
Email: mmassey@cfs401k.com

Delaware Valley Retirement Inc.

Delaware Valley Retirement Inc.
21 Chester Pike
Ridley Park, PA 19078
Telephone: 484-494-5888
Fax: 484-494-5889
Email: matc@dvretirement.com

DeMars Pension Consulting Services Inc.

DeMars Pension Consulting Services Inc.
8700 Indian Creek Parkway, Suite 185
Overland Park, KS 66210
Telephone: 800-383-5691
Fax: 913-469-9799
Email: jdemars@demarspension.com

Innovative Pension Strategy & Design

Innovative Pension Strategy & Design
14251 Danielson Street
Poway, CA 92064
Customer Service: 858-748-6500
Fax: 858-748-0615
Email: Helpdesk@ipsd.com

Latitude Retirement

Latitude Retirement
1500 North Oak Drive
Plymouth, IN 46563
Telephone: 800-726-5726 or
Brian Chupp x1251
Fax: 574-936-5599


Latitude Retirement
Telephone: 317-705-5500
Keith Pyle x1401


Latitude Retirement
Telephone: 614-230-0620
Mike Gossard x1301


Latitude Retirement
Telephone: 513-791-7526
Clinton C. Reese x1431


Latitude Retirement
South Carolina
Mt. Pleasant
Telephone: 843-571-2981
Johnny Moye x1501


Latitude Retirement
Telephone: 602-833-8620
Debbie Norrell x1802


Latitude Retirement
Woodland Hills
Telephone: 844-604-3163
Martha Phillips x1711


National Benefit Services
2805 Dallas Parkway, Suite 300
Plano, TX 75093
Telephone: (214) 850-2088
Fax: (801) 858-0279

National Benefit Services
8523 S. Redwood Road
West Jordan, UT 84088
Telephone: (801) 532-4000 ext. 118
Fax: (801) 303-2634

PACO, Inc.

PACO, Inc.
1200 Valley West Drive, Suite 507
West Des Moines, IA 50266
Tel: (515) 223-9524
Fax: (515) 223-1375
E-mail: emonson@paco-inc.com

Pension Planning Consultants, Inc.

Pension Planning Consultants, Inc.
6201 Uptown Boulevard NE, Suite 100
Albuquerque, NM 87110
Tel: (505) 880-1283
Fax: (505) 880-0295
E-mail: timhaist@pensionplanningusa.com

Preferred Pension Planning Corporation
991 Route 22 West
Bridgewater, New Jersey 08807
Tel: (908) 575-7575
Fax: (908) 575-8889
E-mail: lzeller@preferredpension.com


Bates and Company, Inc.

Retirement Plan Consultants (RPC Fresno, Inc.)
7647 N. Fresno, Street, Suite 102
Fresno, CA 93720
Tel: (559) 437-7070, ext 12
Fax: (559) 437-7071
E-mail: aaron@rpcfresno.com

Retirement Solutions Advisors, LLC
420 W. Grand Avenue, Suite 1B
Chicago, IL 60654
Tel: (312) 527-2050
Fax: Fax: (877) 868-9015

SI GROUP Certified Pension Consultants

SI GROUP Certified Pension Consultants
1299 South Beretania Street, Suite 315
Honolulu, HI 96814
Telephone: (808) 748-7700
Fax: (808) 748-7799
Email: craig@sigrouphawaii.com

SuperiorUSA Benefits

SuperiorUSA Benefits
525 Lake Ave South, Suite 410
Duluth, MN 55802
Telephone: 877 or (218) 529-2477
Fax: (218) 725-9161
E-mail: tflannery@superiorusa.com


SuperiorUSA Benefits
220 Emerson Place, Suite 303
Davenport, IA 52801
Telephone: 877 or (218) 529-2477
Fax: (218) 725-9161
E-mail: cgeorge@superiorusa.com


SuperiorUSA Benefits
17800 Excelsior Blvd
Minnetonka, MN 55345
Telephone: 877 or (218) 529-2477
Fax: (218) 725-9161
E-mail: tflannery@superiorusa.com

TPS Group dba The Pension Services, Inc.

TPS Group dba The Pension Service, Inc.
127 Washington Avenue, West Wing
North Haven, CT 06473
Tel: (203) 234-2229
Fax: (203) 234-8369


TPS Group dba The Pension Service LLC
468 Great Road
Acton, MA 01720
Telephone: (978) 369-2318
Fax: (978) 369-2319
E-mail: pcoco@tpsgroup.com


TPS Group dba TPSI
270 Northpointe Parkway, Suite 10
Amherst, NY 14228
Telephone: (716) 839-9405
Fax: (716) 839-9713
E-mail: BGagliano@tpsgroup.com


TPS Group dba The Pension Service of NNE
869 Main Street, Suite 400
Westbrook, ME 04092
Telephone: (207) 854-1304
Fax: (207) 854-1305
E-mail: bgoodrich@tpsgroup.com