On April 1, 2017, IFC launched a limited-time, deeply discounted Founders’ share class (R2) for plan sponsors who adopt the IFC Target Date Funds as the default in 2017.
These plan sponsors will also have permanent access to the lower-cost Founders’ share class. Now is the time to act.
|Low-Cost and Catholic:
||The all-in expenses of the IFC Target Date Funds R2 are 0.48%-0.52%. This makes them among the lowest-cost target date funds available—and IFC is the only provider of Catholic Values target date funds.
|Strong Historical Performance:
||While costs and faith-consistency are important, performance matters. Take a look at the model performance found on the second page of each fund fact sheet. IFC’s Target Date Funds offer highly competitive performance relative to both the industry and blended benchmarks.
|Easy-to-Own and Prudent:
||Data shows that the vast majority of defined contribution deposits will continue to flow into target date funds. This makes the IFC Funds a compelling alternative for Catholic Church plan sponsors seeking to balance faith and fiduciary.
They are low-cost, globally diversified and constructed with screened funds from the highly regarded Dimensional Fund Advisors (DFA), a leading provider of low-cost, index mutual funds.
|Built with Index Funds:
||The IFC Target Date Funds are built with index funds, enabling diversified exposures to the global markets.
With 2017 approaching the halfway mark, now is an important time for you, your internal team and consultants to give the IFC Target Date Funds careful consideration. The funds are an innovative solution to your employer-sponsored plan(s).
The IFC Target Date Funds are collective investment funds (CIFs) and can be included in eligible qualified plans, including 401(k) plans and 403(b)(9) church plans. They are created by the Hand Composite Employee Benefit Trust and sponsored by Hand Benefits & Trust Company, a BPAS company that invests in the strategies of Investing for Catholics (IFC) which serves as the sub-advisor to the CIFs.
IFC Target Date Fund : R2 Series
IFC Risk-Based Retirement Fund: R2 Series
To add the IFC Target Date Funds call 949-428-0432 or fill out the participation agreement and follow the instructions.
Want more information?
Contact Mary Brunson to receive in-depth comparative analysis of the IFC Target Date Funds.
Call 949-428-0432 or email firstname.lastname@example.org.
*Trading Platforms for the IFC Target Date Funds: The IFC Funds are can be made available or virtually any open architecture record keeping system. If you do not see your platform listed, please contact email@example.com, or call 949-428-0432
A Little More Information:
Hand Benefits & Trust (HB&T) is Trustee and transfer agent for the IFC series of collective investment funds. HB&T has hired Investing for Catholics, a division of Index Fund Advisors, Inc. to serve as sub-advisor to this group of our collective investment funds (CIFs). All of our CIFs are FundSERV eligible, are daily valued, and are available to qualified retirement plans, including 403(b)(9) church plans. To confirm that your TPA/Recordkeeper’s trading platform has access to the IFC series of funds, have them look for the IFC funds under the Hand Benefits & Trust family of funds and under our NSCC member number 4866. Should you have any questions or issues regarding availability, please contact Brenda Moctezuma at firstname.lastname@example.org or by phone at 713-939-4059.