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Plan Participants
IFA is dedicated to providing easy-to-understand and efficient retirement plan investment solutions that assist employees in securing their long-term financial success.
The personalized Plan Participant services are designed to advise and educate employees on the importance of saving for retirement as well as provide intuitive tools and materials to educate and assist them on their road to retirement.
Quick Guide to IFA Index Portfolio Selection
| Age Profile | Risk Profile | Stock/Bond | Index Portfolio |
|---|---|---|---|
| Only High Risk Investors | Most Aggressive | 100% / 0% | IFA Index Portfolio 100 |
| Age 20 to 29 | Aggressive | 90% / 10% | IFA Index Portfolio 90 |
| Age 30 to 39 | Aggressive | 80% / 20% | IFA Index Portfolio 80 |
| Age 40 to 49 | Moderately Aggressive | 70% / 30% | IFA Index Portfolio 70 |
| Age 50 to 59 | Moderately Aggressive | 60% / 40% | IFA Index Portfolio 60 |
| Age 60 to 69 | Moderate | 50% / 50% | IFA Index Portfolio 50 |
| Age 70 to 79 | Moderately Conservative | 40% / 60% | IFA Index Portfolio 40 |
| Only Low Risk Investors | Moderately Conservative | 30% / 70% | IFA Index Portfolio 30 |
| Only Low Risk Investors | Conservative | 20% / 80% | IFA Index Portfolio 20 |
| Only Low Risk Investors | Risk Averse | 10% / 90% | IFA Index Portfolio 10 |
Proper Asset Allocation
Asset allocation is one of the most important determinants of investor success. Renowned investing expert Roger Ibbotson identified that more than 100% of variability of a fund's investment return is due to asset allocation. Participants who have the opportunity to receive professional advice regarding appropriate asset allocation and ten risk-calibrated index portfolios may significantly improve their odds of investing success.
Easy Enrollment
Standardized and customized enrollment kits, group enrollment and investment education meetings allow for a streamlined and efficient enrollment process.
One-On-One Advice
Your employees will be able to meet with an experienced IFA Wealth Advisor who can guide them through the investment process, including appropriate portfolio selection, emotions management and subsequent retirement readiness reviews.
Ongoing Investor Education
IFA is dedicated to educating your employees on the benefits of saving for retirement. IFA provides many different educational outlets of investment information to support investors on their journey including:
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TermsDisclosuresIndex DescriptionsForm CRS The data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.
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