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JaaFal iPrefer Program

JaaFal iPrefer Program

  • JaaFal Advisors, Inc. utilizes a highly disciplined, quantitative and qualitative screening process
  • Fiduciary responsibilities are effectively supported
  • Investment analysis and monitoring procedures
  • Top tier investment alternatives that meet strict criteria
  • Result is an array of over a dozen specific funds for retirement plans
  • Criteria assessed includes: Track Record; Manager Tenure; Performance Consistency; Minimum Assets; Expenses; Morningstar Category Rating; Risk; Style Consistency; Portfolio Construction and Management Experience
  • Plan Sponsors may use mutual fund revenue sharing to offset plan costs
Features Benefits to the Plan
Unbiased Investment Advice JaaFal Advisors provides professional and objective investment advice
Disciplined quantitative and qualitative approach
We are not fund managers, therefore our objectivity is not compromised
JaaFal and its affiliates do not retain any fund-related reimbursements for advisory services
Broad Investment Options Appropriate recommendations made based on plan needs
Screening process defines fund alternatives well-suited to the plan without bias
Fiduciary Support JaaFal Advisors relieves the burden of fiduciary responsibility on Plan Sponsor and Trustee
We'll even put it in writing
Decades of retirement experience
Plan Participant Advice and Education Direct access to Morningstar ClearFutureSM program
Helps employees make informed investment decisions
Includes Research, Educational Material, Advice and Measurement Tools (performance information)
Employer Communication Written quarterly reports
Measures fund performance and characteristics relative to criteria stated in the Investment Policy Statement (IPS)
Written annual summary is 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 retained
Strength of investment management firm taken into account
Monitors investments to determine whether 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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