E*TRADE Corporate Retirement Services
Visit E*TRADE Corporate Retirement Services Alternatives Pricing
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Corporate Retirement Services | Contact E*TRADE for plan terms and pricing. · Pricing and plan limits not stated | On request |
As us.etrade.com lists them, read 14 Nov 2026. The maker's own page has the final word.
Facts from E*TRADE Corporate Retirement Services's own pages
- Account structure
- The plan account is administrative and cannot itself receive contributions or distributions or be used to trade. · us.etrade.com, 14 Nov 2026
- Brokerage accounts
- The plan and its participants may have brokerage accounts through which authorized individuals direct investment of account balances. · us.etrade.com, 14 Nov 2026
- Employer responsibilities
- Employers remain responsible for plan administration and its qualification, except for maintaining the prototype plan document as specified. · us.etrade.com, 14 Nov 2026
- Fiduciary status
- The agreement distinguishes investment advice, under which the firm may be a fiduciary, from investment education or unsolicited orders. · us.etrade.com, 14 Nov 2026
- Investment choices
- Participants or authorized plan representatives direct investments, subject to the custodian's policies and available investments. · us.etrade.com, 14 Nov 2026
- IRS reporting
- E*TRADE says its Form 1099-R tax reporting duties are limited to distributions from the account. · us.etrade.com, 14 Nov 2026
- Not plan administrator
- The custodian and affiliates do not serve as trustee, plan administrator, named fiduciary, or third-party administrator. · us.etrade.com, 14 Nov 2026
- Plan documents
- Employers may use a prototype retirement plan document provided by Morgan Stanley Smith Barney LLC or an affiliate. · us.etrade.com, 14 Nov 2026
- Potential services
- Available services may include employee education, enrollment assistance, advisory programs, and help evaluating plan investments. · us.etrade.com, 14 Nov 2026
- Reporting limits
- The custodian generally does not file Form 5500 on behalf of a plan. · us.etrade.com, 14 Nov 2026
- Service overview
- The offering provides brokerage and related services for qualified retirement plans. · us.etrade.com, 14 Nov 2026
Where E*TRADE Corporate Retirement Services stands on Freedom251
- 401(k) Software#10 of 14