Offering ETF 401k plans with Invest n Retire
September 29, 2011 Leave a comment
Leverage Invest n Retire’s PATENTED TECHNOLOGY to grow your 401k business; a truly unique advantage.
NASDAQ: “Invest n Retire, a Portland, OR-based company, is the sort of open source 401(k) provider that is radically altering retirement plans for the better. The company was just awarded a patent on its system for managing tax-deferred retirement accounts.” Full Article: What will the 401(k) Plan of the Future Look Like?
Forbes Magazine refers to Exchange Traded Funds (ETFs) as “401(k) Plans’ Next Big Thing.”
The Investment Company Institute (ICI) states that mutual fund assets in 401(k) plans currently exceed 3.1 Trillion dollars. Yet at the same time, sources such as The Wall Street Journal and Morningstar have reported record capital outflows from mutual funds; while ETFs continue to have record capital inflows. The government has also become involved now more than ever; as fee disclosure aims at driving down the cost of investments and fully disclosing fees.
As this momentum continues to build, will your firm be ready to compete in the new environment? Invest n Retire, LLC offers you a solution with its TandemModels® technology, a platform developed for advisors to build and manage low-cost ETF portfolios for their 401k clients. The platform is also fully compliant with fee disclosure- right now.
Whether you’re new to the 401k space or are simply looking to maintain a competitive edge in your business model, join us for a complimentary webinar and technology demonstration this Tuesday at 10am PST. Click on a link below to register for the session.
Register for a session now by clicking a date below:
Once registered you will receive an email confirming your registration with information you need to join the Webinar.
System Requirements PC-based attendees Required: Windows® 7, Vista, XP or 2003 Server
Macintosh®-based attendees Required: Mac OS® X 10.5 or newer