Retirement Plan Products and Services

Investing for Catholics retirement plan products and services are designed to advance the retirement security of employees of Catholic plan sponsors, including religious orders, dioceses, archdioceses, not-for-profit organizations and even private companies who would like to provide easy-to-own, low-cost Catholic values screened target date and risk-based retirement plan strategies.

IFC’s wide range of services and products make it easy for you to work with IFC in a variety of ways. IFC’s fiduciary services offering provides investment selection and oversight services, along with investment portfolio construction, investment policy statement development, and fiduciary protection with IFC’s Performance Monitoring System. For plan sponsors who work with various plan consultants for plan management and oversight, IFC’s Target Date Fund Series provides easy-to-own, daily-valued, low-cost and diversified investment funds designed to achieve higher expected returns in a Catholic Values fund product. Catholic—without Compromise.

The First and Only Catholic Values Target Date Funds

Investing for Catholics announces its latest innovation in the Catholic retirement plan community: IFC Target Date and Risk-Based Collective Investment Funds. The funds are designed specifically to meet the needs of qualified Catholic retirement plans and plan sponsors. The single-fund investment solutions take the guesswork out of building and managing long-term investment strategies, and can help plan participants reach their retirement goals through easy-to-own, low-cost, diversified one-step investment solutions that reflect Catholic Values.

IFC, in collaboration with Hand Benefits & Trust, a BPAS Company, has developed 13 daily valued CIFs (ten Target Date and three Risk-Based), based on IFC’s prudent and socially responsible investment strategies. Hand Benefits & Trust, a company founded in 1963, and a leading provider of CIFs, serves as the trustee and sponsor to the CIFs. The funds are accessible exclusively to Catholic organizations’ retirement plans through most recordkeeping platforms, with information and quarterly holdings and monthly performance returns available via Morningstar.

 

The IFC Target Date and Risk-Based Funds are available for investment by eligible qualified retirement plan trusts only. The Funds are collective investment funds (CIFs) 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 which serves as the sub-advisor to the CIFs. The CIF is not a mutual fund. Its shares are not deposits of Hand Benefits & Trust Company, a BPAS company, or Investing for Catholics, a division of Index Fund Advisors, Inc., and are not insured by the Federal Deposit Insurance Corporation or any other agency. The CIF is a security which has not been registered under the Securities Act of 1933 and is exempt from investment company registration under the Investment Company Act of 1940.