Two firms have teamed up to tackle the triple whammy of conflicts of interest, defined contribution plan costs and participant services that will be highlighted when the Department of Labor’s fiduciary rule goes into effect.
Recordkeeper North American KTRADE Alliance and registered investment advisor platform Folio Institutional have announced a partnership giving plan sponsors and their advisors new options.
Through Folio Institutional, sponsors and advisors can better control plan costs by moving away from proprietary investment products, mutual funds and ETFs. Instead, they can build portfolios of individual securities, avoiding the embedded costs that come along with packaged products. Folio Institutional also offers fractional share investing capabilities and model portfolios.
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