Our most popular investment option is our LifeFunds (better known in the market as Target Date Funds). LifeFunds are a better option for those participants looking for a “do it for me” approach. The LifeFunds have an asset allocation solution that adjusts over the participant’s lifespan…which we call a glide path…and is perfect for busy participants who want to take a hands-off approach.
For participants who want to create their own allocation and “do it themselves,” we offer a diversified mix of mutual funds that address a majority of asset classes and categories. All of our funds are chosen by our Investment Committee, with much input and professional guidance from Ronald Blue & Company, our investment advisory firm. They are a national leader in financial planning and investment advisory services, but also bring the important element of a Christian world view into their investment strategy.
Finally, for participants who want to minimize volatility, we offer a stated-rate-of-return fund. This option offers very low market risk by guaranteeing a set rate of return.
Regardless of your investment selection(s), all of our funds are reviewed each quarter by an independent consulting firm for performance and value, so you know your account is receiving the attention it deserves!
If you need help or guidance in your investment selection, please call our office and we will be glad to help!