Retirement Disclosures

Investment Fund Fact Sheets

We are dedicated to meeting your Plan and your employees' needs. Our team is committed to providing clarity, insight, and an enduring relationship, while striving to exceed your expectations.

Learn more. Call us today at 1-800-950-2484, or send us a secure email.

Tools & Education: Calculator: See our calculators; View: Articles; Retirement: Fund Fact Sheets

Current Model Portfolios	Current Mutual Funds
CBWM Model 100% Stock CBWM Model 90% Stock 10% Bond CBWM Model 80% Stock 20% Bond CBWM Model 70% Stock 30% Bond CBWM Model 60% Stock 40% Bond CBWM Model 50% Stock 50% Bond CBWM Model 40% Stock 60% Bond CBWM Model 30% Stock 70% Bond	Schwab Fdmtl US Sm Mid Co Idx Bridgeway Ultra-Small Company Market BMO Prime Money Market I
Prior Quarter Model Portfolios	Prior Quarter Mutual Funds
CBWM Model 100% Stock CBWM Model 90% Stock 10% Bond CBWM Model 80% Stock 20% Bond CBWM Model 70% Stock 30% Bond CBWM Model 60% Stock 40% Bond CBWM Model 50% Stock 50% Bond CBWM Model 40% Stock 60% Bond CBWM Model 30% Stock 70% Bond	Schwab Fdmtl US Sm Mid Co Idx Bridgeway Ultra-Small Company Market BMO Prime Money Market I

Retirement Disclosures

Investment Fund Fact Sheets

Current Model Portfolios

Current Mutual Funds

Prior Quarter Model Portfolios

Prior Quarter Mutual Funds