WisdomTree offers you a comprehensive service platform — and a choice of pre–built and customizable solutions — that make it easy to create a complete 401(k) ETF program to meet a plan's investment objectives.

ETF’s have become highly–regarded for inclusion in investor portfolios — and for the same reasons, they make sense for 401(k) accounts. They offer easy–to–implement, fully transparent, high–quality investment performance, covering the full range of risk and style categories, and are available at significantly lower expenses than most traditional mutual funds.
FEATURES TYPICAL FEES

ETFs

30–46 bps
(avgerage fund expense ratio)

ETF Portfolios

No–load or load–waived mutual funds

Asset Allocation models

30–40 bps
(fees based on plan assets)

Recordkeeping*

Custody/Trading*

24/7 online services

Sales & Marketing materials

Total
60–86 bps*

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* Total maximum fee range if you choose to offer ETFs and ETF model portfolios only with no mutual fund options. Not inclusive of any advisor fees. Plan administration/TPA fees priced separately. Minimum fee of $2500 for Recordkeeping and $700 for Custody/Trading.

Important Information

There are risks associated with investing including possible loss of principal.  In addition to the normal risks of investing, foreign investing involves special risks, such as risk of loss from currency fluctuation or political or economic uncertainty.  Funds focusing on a single country, sector and/or smaller companies generally experience greater price volatility. Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing. To obtain a prospectus containing this and other important information, please call 1-866-909-WISE (9473) or click here for WisdomTree propsectuses. Read the prospectus carefully before you invest. Past performance does not guarantee future results. WisdomTree Funds are distributed by ALPS Distributors, Inc. (ADI).