Optional Retirement Plan for School Superintendents: Retirement Solutions Made Simple

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Fund Profiles

The investment options for the defined contribution component are organized into three pathways to make it easier for you to implement your investment decisions according to your knowledge of investments and investment style.

View the Fund Profile Booklet PDF to see all quarterly fund profiles.

Need help understanding risk types, the importance of asset allocation/diversification and your investment options? View the Investment Guide PDF

Do-It-For-Me Path Help-Me-Do-It Path Do-It-Myself Path

Includes target-date funds for participants who would like a portfolio that's already diversified. Select funds based on your projected retirement date and individual needs.

Offers a carefully selected menu of funds for those who prefer to take a slightly more active role in investing.

Features a self-directed brokerage account for those who wish to manage investments without assistance. Options include exchange-traded funds, individual securities and other funds.

Self-Directed Brokerage Account (SDBA) PDF