iSelect
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
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| Flexibility |
Plan Sponsors design the Investment Policy Statement (IPS)
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| Convenience |
Account information available
Access information over the phone through our Interactive Voice Response system (IVR)
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