ETF

An exchange-traded fund (ETF) trades like a stock on a stock exchange and looks like a mutual fund. Its performance tracks an underlying index, which the ETF is designed to replicate. Because ETFs are designed to track an index, they are considered passively managed; most mutual funds are considered actively managed.

Pension Inc. is excited to make ETFs available for those advisors and plans that choose this style of investing within our PI InterLink, daily-valued, retirement plan platform. It is new for the marketplace and we are thrilled to partner with Mid Atlantic Trust Company to offer access to iShares, iPath, PowerShares, and SPDRs.

Click Here to download a PDF copy of ETF Facts.

Questions regarding ETFs?

Please contact Susan Van Gheem at (920) 432-7020 Ext 4974 for more information.

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