Welcome to the ETF Advisor k website

ETF Advisor k is an open architecture, open Multiple Employer Plan.  The sponsor and trustee for the plan is Summit Trust Company.  FutureBenefits of America serves as the third party administrator and record keeper for ETF Advisor k.  The assets are held in custody at Mid Atlanic Trust Company.  In addition to a diversified investment menu, participants also have access to a number of professionally managed asset allocation portfolios.  These models cover a wide range of different risk/reward characteristics allowing each participant, regardless of account size, greater freedom to customize their own retirement investment strategy. 

Several pages of our website are password protected as they provide details to investment management content and performance.   These pages are "for financial advisor use" only.   Please contact us at tonym@etfadvisork.com or call (877)843-4015 to discuss how we maybe able to work together. 


 

 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →

Newsletters

Diving into Dividends

Dividends have traditionally been considered a source of income, but they also can be a powerful way to help build savings. A recent study found that dividends contributed 44% of S&P 500 total returns from 1930 through September 2010. This article explains how dividends work and the role that dividends could play in an investor's savings strategy.

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

More Newsletters →