ETFs in Retirement Plans

Invest n Retire, a Portland, Oregon-based company in the business of providing technology solutions to the retirement finance industry, has added New York -based WisdomTree Investments’ ETFs to its platform for managing tax-deferred retirement plans.

Invest n Retire designed a (patent pending) proprietary system and methodology for managing tax-deferred retirement plans, which allows participants to include ETFs in their retirement portfolios without passing on most commissions to the participants. This allows employees to own individual and fractional shares of ETFs in their portfolio without forcing them to shoulder the expense of setting up individual directed brokerage accounts.