With our RIA401(k)™ capabilities, you can combine managed account capabilities with a high-quality investment selection. E*TRADE Advisor Services allows you to develop customized portfolio strategies for retirement plans. You can use a variety of investment options, such as ETFs and equities, to offer participants flexibility and diversity in assets and management.
Don’t limit yourself to choosing a plan's investment menu or creating portfolio strategies from only the investment options offered in the 401(k) plan. With E*TRADE Advisor Services, you have the freedom to create custom strategies using a variety of investment choices. We enable you to react immediately to market fluctuations and rebalance your retirement plan portfolio strategies on demand at any time. With no rebalancing frequency restrictions, waiting periods, notification requirements, or blackouts, rebalancing your portfolio strategies is simple.
E*TRADE Advisor Services provides various levels of participant education to offer to your 401(k) plans based on how you structure your offering. Advisors can provide their own education materials, or E*TRADE Advisor Services makes available materials that provide retirement savings and investment education.
We offer customization to statements, administrative forms and the participant website to feature your name and logo. That's because, we believe in supporting you every step of the way as you grow your brand.