(k)Star open architecture retirement plan solution partners
TRG
A progressive provider of retirement plan recordkeeping services to employer-sponsored retirement plans. Touchstone balances high-touch customer service, competitive pricing, and customization.
PCS
A recordkeeper offering an intuitive 4-step sales process, comprehensive enrollment materials, and integrated annual plan review and benchmarking services on a truly independent fiduciary platform.
KTRADE
Provides a high quality, secure, and reliable internet-based trading platform for 401(k), 403(b), 457, and other retirement plans with access to local TPAs for plan design expertise.
Spectrum
Spectrum provides a wide range of professional services to plan sponsors and participants. Spectrum specializes in defined contribution, defined benefit, management consulting, and individual retirement accounts.
Qualified Plan Bundled Service Providers
Nationwide
CLS’s bundled partner, offering a full range of annuities, retirement plans, investor resources, and insurance.
Security Benefit
Provides a broad variety of financial programs to investors in the advisor, banking, education, government, institutional, and qualified plan markets.
CLS’s risk budgeting methdology is applied through Schwab’s Personal Choice Retirement Accounts (PCRA) and plan-specific approval of third party trading and pulling fees.
TD Ameritrade
TD Ameritrade’s Self Directed Brokerage Accounts (SDBA) and plan-specific approval of third party trading and pulling fees allow CLS to integrate our risk budgeting methodology and strategies.
403(b) Plan Providers
Fidelity
Provides a broad range of investment products that CLS utilizes when managing employer-sponsored retirement plans.
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