Investments

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Quarterly Performance Monitoring Report PDF

The information below is intended to take the guesswork out of building a well-diversified portfolio designed to assist in the accomplishment of your retirement goals. 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. For advice on selecting a portfolio, please contact IFA. We are happy to help.

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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IFA Optimized Glide Path

IFA Optimized Target Date Portfolios are selected based on their lower fees and higher stock allocation across target retirement dates.

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IFA Sustainable Portfolios

IFA Sustainable portfolios provide investors an opportunity to achieve their long-term investment goals through a broadly diversified strategy focused on higher expected returns while addressing environmental issues and concerns.

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