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INVESTING FOR CATHOLICS

INVESTING FOR CATHOLICS - Index Funds Advisors

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GLIDE PATH OF IFA CATHOLIC VALUES TARGET RETIREMENT PORTFOLIOS<br />

Stock Allocation Percentage<br />

90%<br />

80%<br />

70%<br />

60%<br />

50%<br />

40%<br />

30%<br />

20%<br />

10%<br />

Target<br />

Retirement Target<br />

Portfolio Retirement Target<br />

2055 Portfolio Retirement Target<br />

2050 Portfolio Retirement Target<br />

85/15<br />

2045 Portfolio Retirement Target<br />

80/20<br />

2040 Portfolio Retirement Target<br />

75/25<br />

2035 Portfolio Retirement Target<br />

70/30<br />

2030 Portfolio Retirement Target<br />

65/35<br />

2025 Portfolio Retirement<br />

60/40<br />

2020 Portfolio<br />

55/45<br />

2015<br />

50/50<br />

45/55<br />

STOCKS<br />

0%<br />

45yr 40yr 35yr 30yr 25yr 20yr 15yr 10yr 5yr 0yr<br />

Years Before Retirement<br />

RETIREMENT<br />

BONDS<br />

Target<br />

Retirement<br />

Portfolio<br />

Income<br />

30/70<br />

5yr 10yr 15yr<br />

Years After Retirement<br />

Investing for Catholics participates in the TIAA-CREF<br />

Retirement Advisory Alliance, which allows us to meet the<br />

unique needs of Catholic institutions. To learn more visit<br />

archkck401k.org/tiaa-cref<br />

TIAA-CREF Retirement Advisory Alliance<br />

YOUR ADVISOR IS A PHONE CALL OR A CLICK AWAY<br />

Mary Brunson, AIF ®<br />

Vice President<br />

888.815.5025<br />

mary@ifa.com<br />

www.archkck401k.org<br />

The TIAA-CREF Retirement Advisory Alliance is a co-branding arrangement between TIAA-CREF and an RIA Firm that provides general plan education and communication<br />

services and/or participant investment advisory services to the plan and its employees. The TIAA-CREF Retirement Advisory Alliance is part of the TIAA-CREF Advisor Network<br />

(Network). The Network is a service that provides plan sponsors and retirement plan participants with information to assist them in selecting independent investment advisers<br />

(Advisors) to provide communication, education and participant level advisory services. Participating Advisors are not employees or agents of Teachers Insurance and Annuity<br />

Association (TIAA), College Retirement Equities Fund (CREF) or any of their respective affiliates or subsidiaries. TIAA-CREF acts as record keeper for institutional plans and is<br />

not a fiduciary to any plan or its respective participants. TIAA-CREF is not making a recommendation or acting as a fiduciary when plan sponsors or participants select an Advisor<br />

from the Network, nor is it responsible for the investment advice or other services offered or provided by participating Advisors.<br />

Participating Advisors are required to meet certain minimum criteria. However, participation in the Network should not be construed as an endorsement or guarantee by<br />

TIAA-CREF of the services provided by any Advisor. Plan sponsors and participants are free to select an Advisor outside of the Network to provide participant advice or other<br />

services. Plan sponsors and participants should do their own due diligence before hiring an Advisor or any other financial professional. TIAA-CREF shall have no liability or<br />

responsibility for any losses arising out of or relating to a plan sponsor or participant's decision to engage an Advisor. TIAA-CREF does not receive any compensation or referral<br />

fees from the Advisors participating in the Network.<br />

<strong>INVESTING</strong> <strong>FOR</strong> <strong>CATHOLICS</strong> IS A DIVISION OF INDEX FUND ADVISORS, INC. 888.815.5025 WWW.<strong>INVESTING</strong><strong>FOR</strong><strong>CATHOLICS</strong>.COM

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