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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.

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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