Retirement solutions

We offer fully bundled, easy-to-administer retirement programs for RIAs and their clients to help you build your retirement business.

effective retirement plan solutions

Effective retirement plan solutions for your clients

E*TRADE Advisor Services offers defined contribution plans with state-of-the-art technology and a completely open investment platform. Retirement solutions include:

  • Full-service recordkeeping, plan administration, and custodial services
  • Plan design and support
  • Plan documents and forms
  • Participant enrollment materials and education
Fiduciary support services

Fiduciary support services

We provide complete support services to help your retirement plan clients meet their fiduciary responsibilities, including:

  • The preparation and delivery of all required participant notices and communications, such as Safe Harbor Notice, Summary Annual Report, Summary Plan Description, and more
  • Tools to assist employers in complying with the 404(a)(5) participant fee disclosure regulation
  • Enhanced participant statements containing greater detail regarding fees and investment benchmarks for investment performance
  • A comprehensive Annual Plan Review Benchmarking Report designed to be presented at an annual investment or administrative committee meeting
education and enrollment support

Education and enrollment support

We provide robust education and enrollment services, including access to:

  • A dynamic "evergreen" enrollment guide containing educational information about participating in a retirement plan, as well as details on all investment options
  • (k)nowledge, an online interactive module-based financial wellness system
  • Retire On Time, a dynamic retirement readiness tool designed to assist participants in determining whether they are saving enough for retirement

Let’s talk about what we can do for your business

To get in touch, call us at 800-955-7808 or complete our contact form so we can reach out to you.