Powering the next generation of 401(k) plans. Ready for yours.

An affordable 401(k) solution that delivers ETF choices with active risk controls.

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Largest ROI Increase

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Myth

ETFs are:
  • Just for day traders
  • Only available for investors with a brokerage
    account
  • Expensive and don't make sense inside
    traditional or Roth 401(k) plans

Reality

ETFs are:
  • ETFs are suitable for all retirement savers
  • ETF(k) provides easy access to ETFs from
    top asset managers  
  • Unlike other 401(k) plans, ETF(k) offers an
    affordable ETF solution with choice
Bottom line: ETF(k) is the #1 choice for existing
and startup 401(k) plans who want ETFs.

Affordable

Minimizes fees by using low cost ETFs.

Risk controls

Buffered ETFs for navigating bumpy and down markets.

Choice

Extensive menu of ETFs from top asset managers

Efficient

Handles administrative tasks to keep your workload light.

Why ETF(k) retire?

ETF(k) is the right solution for 401(k) investors and companies who want affordable ETF choices with active risk controls. Upgrade your retirement plan today!

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FAQs

What ETFs are offered inside the ETF(k) plan?

We offer a robust ETF lineup with exposure to top asset classes including stocks, bonds, real estate and industry sectors. Companies like BlackRock, Invesco, Innovator, State Street Global Advisors and Vanguard are among the ETF firms included.

Is ETF(k) retire right for me?

For business owners and their employees, ETF(k) is a massive upgrade to your existing 401(k) retirement plan. The same holds true for brand new startup 401(k) plans. You get instant access to a world-class ETF menu managed by renowned asset managers. Plus, you get ETFs with active risk controls that help you navigate bumpy markets. Finally, the day-to-day administrative tasks like enrollment and education are also handled to save you time.

How much will my ETF(k) plan cost?

The exact cost of your ETF(k) plan will depend on the features your choose. But minimizing cost with low fee ETFs is always built in. Request a custom ETF(k) price quote today.

Who's behind the ETF(k) plan?

The ETF(k) plan is a syndicate of likeminded ETF asset managers, financial advisors, and third-party administrators who support the crucial role ETFs have in retirement planning.

How much can I save in my ETF(k) retirement plan in 2025?

The 401(k) contribution limit for 2025 is $23,500 for employee salary deferrals, and $70,000 for the combined employee and employer contributions. If you're between ages 50-59 or if you're 64 or older, an additional $7,500 in catch-up contributions is available. Big changes: Starting in 2025, people between ages 60-63 are eligible to contribute up to $11,250 as a catch-up contribution, if your plan document allows. This means those between 50-59 or those who are 64 or older will be able to contribute up to $31,000 in 2025 and those between 60-63 will be able to contribute up to $34,750 in 2025, if your plan document allows.

How much can I save in my Roth ETF(k) retirement plan in 2025?

The Roth 401(k) contribution limits in 2025 are identical to those for traditional 401(k) plans. If your plan offers both Roth 401(k) and a traditional 401(k), you may contribute up to the annual maximum across both. That means if you're under age 50, you can't put more than $23,500 total as employee contributions in your 401(k) accounts in 2025, regardless of how many accounts you have.

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Access in-depth data on market activity, benchmarks, liquidity, cap tables, and valuations for informed decision-making.
Gain real-time private market insights
Reduce lag in tracking, trading, and valuing private market positions, with daily market-based pricing, implied valuations, and private company indexes.
Trusted Data for Private Growth Companies
PM Insights delivers unmatched transparency into private markets, empowering asset managers, consultants, banks, and regulators to navigate trading conditions and risk with confidence.
Comprehensive Insights
into Private Market Activity
Access in-depth data on market activity, benchmarks, liquidity, cap tables, and valuations for informed decision-making.
Gain real-time private market insights
Reduce lag in tracking, trading, and valuing private market positions, with daily market-based pricing, implied valuations, and private company indexes.

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Use our SPV Calculator to analyze SPV share pricing with and without management fees, carry, and other associated costs.

PMI's SPV calculator allows private market participants to get a clearer view into the pricing across these variable fee models, aiding buyers, sellers, and intermediaries in comparing various deals on offer and, thus, better navigating this increasingly popular fund structure.

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