The new product, based on Ascensus’ fee-based platform, provides cost-effective exchange-traded fund (ETF) asset allocation portfolios managed by 3D, which include ETFs from iShares, WisdomTree, and others, a news release said.
In addition, Ascensus said 3D’s new program offers advisers a suite of materials to make it easier for them to offer an all-inclusive, fee-based retirement program.
For participants, the ETF AdvisorPlan solution provides online tools as well as individualized investment policy statements. Plan sponsors also benefit by being able to ensure proper education is provided to all plan participants, the company said.
More information about the new ETF offering is available at http://www.etfadvisorplan.com/.