JaaFal iPrefer Program

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Plan Sponsors iAdvise JaaFal iAdvise Program
with custom alternatives JaaFal iPrefer Program iDirect iSelect

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)