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Products April 6, 2009
Company Introduces ETF-Based Retirement Plan
ETF Advisor k, a Memphis, Tennessee-based open architecture retirement plan provider, has introduced a retirement plan based on exchange-traded funds (ETF) for fee-based advisers and trust departments that desire an open architecture retirement platform.
Reported by
PLANADVISER Staff
The company says the system is unique because participants own the ETF shares in their account, instead of units from a collective or unitized trust. In this way, ETFs are traded, settled, and reported like mutual funds.
This allows advisers and participants to use public information and tools to design portfolios to meet their investment strategy, the company said.
The company said advisers can offer specific strategies such as core/satellite, tactical, or total portfolio management based on the risk reward tolerance of the participant.
More information can be obtained by calling 877-843-4015 or by visiting
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