Exchange Traded Funds (ETF) Solution Providers

Through SunGard’s ETF solution site, advisors now have a centralized location to find those TPA’s who offer iShares ETFs. With their low costs, transparent fees, and their ability to capture targeted asset class exposure, iShares exchange traded funds (ETFs) offer a number of advantages for constructing a 401(k) plan. Be sure to bookmark this site as we are constantly adding new providers.

ETF Solution Providers

Organization	City, State	Contact
APA Benefits, Inc.	Sandy, UT	1-801-561-4980 jared@apabenefits.com  www.apabenefits.com
CMC Interactive, LLC	New York, NY	1-212-402-1850 www.cmcinteractive.com mail@cmcinteractive.com
Columbus Retirement Administrators, Inc.	Columbus, OH	1-614-481-8572 Allan W. Knaup, QPA, QKA alknaup@cra401k.com
Ingham Retirement Group	Miami, FL Greenville, SC	1-305-671-2200 Isidro Gutierrez ixg@ingham.com www.ingham.com
Independent Pension Consultants, Ltd.	Chaska, MN	1-952-556-5100 Scott McQuillen smcquillen@ipclimited.com  www.ipclimited.com
KTrade	Plymouth, IN	1-888-954-9321  info@ktradeonline.com  www.ktradeonline.com
NextStep Defined Contribution, Inc.	Walnut Creek, CA	1-888-913-6300 sales@nextstepdc.com  www.nextstepdc.com
Schloss & Co, LLC	Westbury, NY	1-516-333-2800 egreenspan@schlossco.com www.schlossco.com
The Weiss Group, Inc.	Des Plaines, IL	1-847-296-2045 adam.weiss@twgbenefits.com www.twgbenefits.com
TPP Retirement Plan Specialists, LLC	Overland Park, KS	1-913-498-2200 C. Roy Messick III Rmessick@tppkc.com

 

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