TD Ameritrade provides recordkeepers the tools and support to manage SDBA account transactions more efficiently and cost effectively including:
- Daily data synchronization keeps recordkeeping up to date and ensures daily account information updates and overnight funds movement
- Streamlined account opening reduces time and paperwork for employees and plan sponsors
- ERISA compliance through a specialized Web site and pre-established trade restrictions
- A Dedicated Partner Services Team
About TD Ameritrade Holding CorporationMillions of investors and independent registered investment advisors (RIAs) have turned to TD Ameritrade’s (NASDAQ: AMTD) technology, people and education to help make investing and trading easier to understand and do. Online or over the phone. In a branch or with an independent RIA. First-timer or sophisticated trader. Our clients want to take control, and we help them decide how - bringing Wall Street to Main Street for more than 36 years. An official sponsor of the 2012 U.S. Olympic Team, TD Ameritrade has time and again been recognized as a leader in investment services. Please visit the TD Ameritrade’s newsroom or www.amtd.com for more information.Brokerage services provided by TD Ameritrade, Inc., member FINRA ( www.finra.org)/SIPC ( www.sipc.org)/NFA ( www.nfa.futures.org) and TD Ameritrade Clearing, Inc., member FINRA/SIPC. The ABA Retirement Funds is an independent company, separate from and unaffiliated with TD Ameritrade.