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JaaFal iSelect Program

Simplified Plan Design
No Hidden Fees

  • Simplifies the selection process for the plan sponsor
  • We utilize a strict process to assess the mutual fund universe
  • Result is a select menu of nearly 500 investment alternatives including recognizable name brands from 22 fund families
  • JaaFal Advisors does not perform investment analysis and monitoring for the iSelect Program
  • Plan Sponsor and Trustee assume the fiduciary responsibility for the plan
  • JaaFal continually reviews investment options in the program
Features Benefits to the Plan
Broad Investment Options Plan Sponsor chooses mutual funds that fit needs
Over 500 investments managed by nearly 25 fund families
Design a customized plan
Flexibility Plan Sponsors design the Investment Policy Statement (IPS)
Convenience Account information available
Access information over the phone through our Interactive Voice Response system (IVR)
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