In our continued efforts to help support our valued partners, Social(k) is pleased to announce the addition of Exchange Traded Funds (ETFs) as the latest investment offering on our pure open architecture platform. Choose mutual funds or Exchange Traded Funds as investment options. Over 200 Environmental, Social and Governance, ESG, screened mutual funds and now over 200 screened ETF options as well.
Now you have investment flexibility to build a truly low-cost and diverse retirement plan program with:
• Access to over 900 individual Exchange Traded Funds, over 200 ESG screened ETFs
• Representing 60 asset classes
• Working in partnership with Fee Based Financial Advisors
• Incorporated into any plan type of size*
• Pricing as of 4:00pm
• Competitive pricing of 30 bps in addition to standard plan fees
• Available to plans with mutual funds schedule for early 2012
*For plans sold and set-up on the Social(k) platform after June 22, 2011
Featured EFT Providers:
• iShares
• Barclays
• First Trust
• PIMCO
• State Street
For information contact us at socialk.com or call us at 866-929-2525



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