iDirect
Broad Investment Choice
Total Plan Flexibility
- Allows the plan sponsor the most flexibility to choose investment alternatives and service options
- JaaFal Advisors does not perform investment analysis and monitoring for the iDirect Program
- Plan Sponsor and Trustee assume fiduciary responsibility for the plan
- JaaFal provides a broad range of tools to assist the Plan Sponsor in developing a customized plan and the Investment Policy Statement (IPS)
- JaaFal continually reviews investment options from which Plan Sponsors and Trustees may choose
| Features |
Benefits to the Plan |
| Broad Investment Options |
Plan Sponsor chooses mutual funds that fit needs
Over 1,000 investments managed by nearly 125 fund families
Plan Sponsor designs a customized plan
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| Flexibility |
Design the IPS |
| Revenue Sharing |
Utilize investment fees to offset plan costs |
| Convenience |
Account information available
Access information over the phone through our Interactive Voice Response system
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