Products March 3, 2011
Ascensus Joins with 3D for ETF Offering
Retirement plan solutions provider Ascensus has been selected by 3D Asset Management (3D), a registered investment advisory firm, to partner on its ETF AdvisorPlan product.
Reported by PLANADVISER staff
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/.
You Might Also Like:
American Funds Maintains Largest TDF Inflows in 2023
The TDF manager brought $19.8 billion into its TDF investments in 2023, highest among U.S. managers.
Retirement Plan Aggregators Bring CITs to Small, Mid-Market Plans
The rise of CITs continues to erode mutual fund dominance in the DC market, according to the latest Cerulli data.
Long-Term Investment Fund Assets Set to Rise After 2022 Dip
After a tumultuous few years of rising interest rates and market volatility, ISS MI sees a return to growth for...