![]() “Fiduciary duty, conflict management scrutiny and the growing number of retirees are just some of the pressures causing them to review their DC plan’s administrative costs and investment products. “Today, advisors and plan sponsors are facing critical issues that will impact their ability to act on behalf of plan participants, manage costs and grow their business,” said Greg Vigrass, president of Folio Institutional. KTRADE provide a well - designed path to retirement security through its national network of 22 third - party administrators. It serves retirement plan s through its open architecture, CEFEX and Soc 1 - certified recordkeeping service. Together, Folio and KTRADE give plan sponsors and their advisors a better way to avoid conflicts of interest, manage defined contribution (DC) plan cost s and significantly enhance plan participant services.įounded in 2004, KTRADE is a recordkeeping firm with a deep understanding of the RIA industry and managed accounts. ![]() McLean, Va., March 30, 2016 – Folio Institutional, the comprehensive one - stop platform for registered investment advisors (RIAs) that combines clearing, custody and a broad array of innovative technology services, announced today that it has partnered with North American KTRADE Alliance, LLC (KTRADE). ![]() Kathy King Folio Institutional Solves the Fiduciary Duty Puzzle with KTRADE Partnership Partnership improves open - architecture retirement plan s’ administration, investment choices and costs
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