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JaaFal iAdvise Program with custom alternatives

JaaFal iAdvise Program with custom alternatives

  • For clients who may require the ability to add specific investments
  • Provides all the same features and benefits as JaaFal iAdvise Program
  • Allows for custom selection of investment alternatives for the plan
  • JaaFal Advisors, Inc. utilizes a highly disciplined, quantitative and qualitative screening process according to set criteria for the custom alternatives program
  • Fiduciary responsibilities are effectively supported
  • Investment analysis and monitoring procedures
  • Top tier investment alternatives that meet strict criteria
  • Criteria developed in cooperation with Plan Sponsors and may include: Track Record; Manager Tenure; Performance Consistency; Minimum Assets; Expenses; Morningstar Category Rating; Risk; Style Consistency
  • Plan Sponsors may use mutual fund revenue sharing to offset plan costs
Features Benefits to the Plan
Flexibility We work with Plan Sponsors to determine fund suitability to the JaaFal Policy Statement (IPS)
Ongoing monitoring and notification to employees
Unbiased Investment Advice Disciplined quantitative and qualitative analysis
JaaFal and its affiliates do not retain any fund-related reimbursements for advisory services
JaaFal is not a fund manager
Broad Investment Options Committed to objectivity: we assess the breadth of mutual fund options
Appropriate recommendations made based on plan needs
Screening process defines fund alternatives well-suited to the plan without bias
Fiduciary Support JaaFal Adviors shares the burden of fiduciary responsibility when funds meet screening requirements
We'll even put it in writing
Decades of retirement experience
Employer Communication Written quarterly reports
Measures fund performance and characteristics relative to criteria stated in the IPS
Written annual summary provides a more in-depth analysis and summary of each fund
Stringent Monitoring Ensures that fund track record is consistently strong
Stability and consistency of investment management expertise is evaluated
Strength of investment management firm taken into account
Monitors investments to assure they have met prudent criteria
Fund expense requirements translate into shareholder efficiency
Retains consistency in the asset class
Convenience Account information available
Access information over the phone through our Interactive Voice Response system (IVR)
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