Our Kingdom(k) Qualified Retirement Plan Solution offers comprehensive investment choices that are competitive, easy to implement, and consist of non-proprietary investments. From low-cost index funds, to actively managed target date funds, to portfolios designed to reflect faith values, the choices are there. 

1) Participant-Directed Options – Provide those participants who wish to direct their own investments with a diverse set of investment options in various asset classes to encourage and facilitate participant diversification while also offering a program that is understandable to participants. Underlying Investment Vehicles – Primarily Indexed Mutual Funds 

2) Qualified Default Investment Alternative (QDIA) – Provide those participants who are automatically enrolled with a QDIA designed to provide varying degrees of long-term appreciation and capital preservation through a mix of equity and fixed-income exposure based on the participant’s age and target retirement date. Underlying Investment Vehicles – Actively Managed Targeted Retirement Date Mutual Funds 

3) Managed Portfolios (LightPoint Kingdom(k) Models) – Provide those participants who wish to invest in accordance with their faith values a selection of well-diversified, professionally managed portfolios which span the risk/return spectrum. When available and suitable from a risk/return perspective, the underlying managers selected for the portfolios are designed to be clean of companies involved in activities that are contrary to faith and family values.  Underlying Investment Vehicles – Professionally Managed Portfolios Primarily invested in Mutual Funds with a Focus on Biblically Responsible Investing 

Click on the links below to learn more:

Kingdom(k) Fact Sheet

Kingdom(k) Proposal

Easy Access to Retirement Plan Information

Retirement Planning Tools and Guidance to Help

The Tools and Resources Plan Sponsors Need

 

 

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