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On the recordRead 14 Nov 202611 facts
E*TRADE Corporate Retirement Services
Plans and prices
Corporate Retirement Services
Priced on request
Pricing and plan limits not stated
Read 14 Nov 2026 · us.etrade.com
On the record
- Account structure
- The plan account is administrative and cannot itself receive contributions or distributions or be used to trade.us.etrade.com · read 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 · read 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 · read 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 · read 14 Nov 2026
- Investment choices
- Participants or authorized plan representatives direct investments, subject to the custodian's policies and available investments.us.etrade.com · read 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 · read 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 · read 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 · read 14 Nov 2026
- Potential services
- Available services may include employee education, enrollment assistance, advisory programs, and help evaluating plan investments.us.etrade.com · read 14 Nov 2026
- Reporting limits
- The custodian generally does not file Form 5500 on behalf of a plan.us.etrade.com · read 14 Nov 2026
- Service overview
- The offering provides brokerage and related services for qualified retirement plans.us.etrade.com · read 14 Nov 2026
