Especially for TPAs/Recordkeepers
It's our goal to support you as you serve plan sponsors and participants. And our consistently high customer satisfaction index scores* demonstrate that we're making a difference for our clients.
You'll appreciate that our way of doing business helps you increase transparency.
Through our unbundled offering, you can count on us to work seamlessly with you to help deliver a high quality experience to your clients.
We support you, providing integrated technology for your processing needs, guaranteed timely payment of mutual fund revenue sharing**, quarterly reporting, monthly plan-level account statements, quarterly fee invoices, annual trust reports, Schedule C reporting, 408(b)(2) disclosure statements, SSAE 16 Audits, and more.
*Based on Customer Satisfaction Index scores: October 2016, January 2017 and April 2017. TD Ameritrade Trust Company is a non-depository trust company, acts as a custodian and/or directed trustee and is not a member of FINRA or SIPC. TD Ameritrade Trust Company is a subsidiary of TD Ameritrade Holding Corporation.
**Guarantees timely payments of mutual fund revenues earned on plan balances.