E*Trade A Step Closer To 401(k)

January 24, 2001 (PLANSPONSOR.com) - Universal Pensions has signed a strategic agreement with E*Trade to develop web-based 401(k) recordkeeping services.

The deal is the latest step in E*Trade’s preparations to enter the 401(k) market.

UPI currently offers:

  • ERISA compliance
  • plan record keeping
  • training
  • consulting services
  • reference tools.