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Defined Contribution Options

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JaaFal Advisors, Inc. a wholly owned subsidiary of JaaFal, delivers unbiased investment advice, research and invaluable decision-making tools for plan sponsors. We incorporate the most current, reliable data into advisory recommendations. Through a unique relationship with Morningstar Associates, LLC, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc., JaaFal offers Morningstar ClearFutureSM service, an online tool which delivers similar services to participants.*

JaaFal offers five, comprehensive investment programs:

JaaFal Advisors' Services Vigorous Quantitative and Qualitative Screening Simplified Fiduciary Responsibility

  • Features quantitative screening analysis to define preferred set of investments that meet criteria
  • In-depth, qualitative fund analysis focused on portfolio construction, style consistency and management expertise
  • Narrows the universe of investment alternatives to a set of mutual funds in the top tier of their peer group
  • JaaFal Advisors creates the plan's Investment Policy Statement (IPS)
  • JaaFal Advisors serves as co-fiduciary to the plan
  • Ongoing monitoring of investments ensures adherence to the IPS
  • Due diligence: JaaFal Advisors performs ongoing analysis and quarterly reporting to the plan sponsor
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