 |
Get ready to retire the old ideas of what a 401(k) plan has to be—iShares in 401(k) plans are an idea whose time has come. 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. A select range of preferred providers and preferred networks have developed solutions to enable you to offer iShares ETFs alongside mutual funds in your clients’ 401(k) plans. The table below helps you identify a solution that makes the most sense for your goals in building a retirement plan using iShares Funds.
Administrators who offer bundled ETF 401(k) solutions.
Descriptions of PAi's solutions are based on information provided by PAi. Descriptions of Ascensus's solutions are based on information provided by Ascensus.
Firms who offer ETF 401(k) solutions through a network of administrators.
Descriptions of Mid Atlantic Financial Platform's solutions are based on information provided by Mid Atlantic Financial Platforms.
Descriptions of SunGard's solutions are based on information provided by SunGard.
For more information on selecting an administrator, or any other questions about how to use iShares ETFs in your clients’ 401(k) plans, please contact the iShares 401(k) Group at 1-888-450-4015.
The programs above are not offered by BlackRock Institutional Trust Company, N.A. or its affiliates, nor are they offered by SEI or its affiliates. Since every client's circumstances and requirements are different, you should do your own due diligence and make your own assessment.
Carefully consider the iShares Funds' investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Funds' prospectuses, which may be obtained by calling 1-800-iShares (1-800-474-2737) or by visiting www.iShares.com. Read the prospectus carefully before investing.
Investing involves risk, including possible loss of principal.
Asset allocation may not protect against market risk.
iShares transactions may result in record-keeping fees, but the savings from lower annual fees can help offset these costs. Other plan fees may apply.
The information included in this material has been provided by 3rd party sources considered to be reliable. We do not represent that this information is accurate and complete and it should not be relied upon as such.
The iShares Funds ("Funds") are distributed by SEI Investments Distribution Co. (SEI). BlackRock Fund Advisors (BFA) serves as the investment advisor to the Funds. BFA is a subsidiary of BlackRock Institutional Trust Company, N.A., neither of which is affiliated with SEI. Neither SEI, or its affiliates, nor BlackRock Institutional Trust Company, N.A., or its affiliates, are affiliated with PAi, Ascensus, SunGard, or any of the Mid Atlantic companies or their affiliates.
PAi is a registered trademark of PAi and this service mark has been licensed for use by BlackRock Institutional Trust Company, N.A. PAi is not affiliated with nor an agent for any of the investment companies offered in the AdvisorETF401k and does not provide tax, legal or investment advice. PAi shall not be responsible for investment decisions, damages or losses resulting from use of this information.
Ascensus, the Ascensus logo, and PrudentAdvisor are trademarks used under license by Ascensus, Inc. (“Ascensus”). Ascensus has licensed certain trademarks and trade names to BlackRock Institutional Trust Company, N.A. Ascensus is not an investment adviser or broker/dealer and makes no representations or warranties to the owners of the iShares ETFs or any member of the public regarding the advisability of investing in the iShares ETFs.
Mid Atlantic Financial Platforms, Inc. is a division of Mid Atlantic Capital Group and the institutional services group for Mid Atlantic Trust Company. Securities offered through Mid Atlantic Capital Corporation, member FINRA/SIPC. Trust services offered through Counsel Trust Company, dba Mid Atlantic Trust Company. Mid Atlantic Capital Corporation and Mid Atlantic Trust Company are independently owned and operated. None of the Mid Atlantic companies nor its officers, employees, or agents make any representations or warranties in regards to iShares ETFs or BlackRock Institutional Trust Company, N.A.
SunGard, the SunGard logo, STN, Omni and Relius are trademarks or registered trademarks of SunGard Data Systems, Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders. SunGard Institutional Brokerage Inc. does not underwrite, issue, offer or engage in the solicitation of securities. This should not be construed as a solicitation or offer of iShares ETFs by SunGard, nor is it a recommendation for the purchase of ETFs within retirement plans. STN Brokerage Services offered throughout the United States are provided by SunGard Institutional Brokerage Inc. *Member FINRA/SIPC *377 E. Butterfield Rd., Suite 800 *Lombard, IL, USA 60148
|
|
