Effective retirement plan solutions for your clients
E*TRADE Advisor Services offers defined contribution plans with state-of-the-art technology and a completely open investment platform. Retirement solutions include:

• Full-service recordkeeping, plan administration, and custodial services
• Plan design and support
• Plan documents and forms
• Participant enrollment materials and education

Fiduciary support services
We provide complete support services to help your retirement plan clients meet their fiduciary responsibilities, including:

• The preparation and delivery of all required participant notices and communications, such as Safe Harbor Notice, Summary Annual Report, Summary Plan Description, and more
• Tools to assist employers in complying with the 404(a)(5) participant fee disclosure regulation
• Enhanced participant statements containing greater detail regarding fees and investment benchmarks for investment performance
• A comprehensive Annual Plan Review Benchmarking Report designed to be presented at an annual investment or administrative committee meeting

Education and enrollment support
We provide robust education and enrollment services, including access to:

• A dynamic "evergreen" enrollment guide containing educational information about participating in a retirement plan, as well as details on all investment options
• (k)nowledge, an online interactive module-based financial wellness system
• Retire On Time, a dynamic retirement readiness tool designed to assist participants in determining whether they are saving enough for retirement