Company Retirement Account

Company Retirement Account

A CRA (also known as a “pension trust”) holds your plan’s assets, gives you expanded investment options, and lets you access custom retirement planning tools, research, and resources.

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PLAN DETAILS

Company Retirement Account

If you’re the administrator of an established customized retirement plan, a Company Retirement Account might be right for you. Also known as a pension trust, this plan holds your plan’s assets, gives you expanded investment options, and lets you access our custodian’s retirement planning tools, research, and resources.

  • A full range of investment options
  • Flexibility to invest the plan’s assets in a single account or establish a separate account for each plan participant for self-directed investments.
  • 24/7 service and support
Key facts and details

Eligibility

Requires an existing customized retirement plan.

Tax Benefits

Determined by your existing plan.

Who contributes

Contribution amounts

Withdrawals

Determined by your existing plan.

Fees

  • Custodian Fees:
  • Monthly service fees: $0
  • $0 account open or maintenance fees
  • Commissions: $0 per online listed equity trades

Other account fees, fund expenses, and brokerage commissions may apply

Advisory fees:
Global Advisers charges an annual management fee.

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