Investments

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Quarterly Performance Monitoring Report PDF

The information below is intended to eliminate the guesswork of building a well-diversified portfolio appropriate for your retirement goals and ability to accept market volatility. To view a list of all of the investment options available in your plan including fees, risks, and historical returns, please login to your account.

Which Strategy Best Matches Your Needs?

IFA Risk Based Portfolios

Match the right portfolio to both your age and risk behavior. Suitable for someone who is more comfortable in managing their investments. IFA Index Portfolios also have glide path options.

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DFA Target Date Retirement Income Funds

Offers a time-adjusted portfolio that glide path you down the risk exposure as you get closer to retirement. Offers a better income risk management strategy.

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Vanguard Retirement Funds

Vanguard's target retirement funds invest in other Vanguard mutual funds and gradually, automatically, shift their allocations from a more aggressive growth strategy with stocks to more a conservative strategy heavier on bonds as the target date nears. Some of the advantages of these funds include: less risk through broad diversification, a professionally managed asset mix, automatic rebalancing and low fees.

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