Fund Lineup
With our service partner LeafHouse Financial, Options 401(k) offers a fund lineup that is tailored to meet the needs of both employers and employees. Our selection of stocks, funds, and other investments provide the best lineup to help employees build a retirement plan portfolio to ensure they have the retirement benefits they need. With our fund lineup, employers can rest assured that their employees are investing in a portfolio that will help them reach their retirement goals.
Indicates current fund being retained
Strategy retained but changing share class
MyCompass Index target Dates
QDIA
Voya Fixed Account
Forfeitures
Fund Underweighted Averages
LeafHouse is an experienced provider of investment fiduciary services for retirement plans. As an independent firm LeafHouse provides impartial investment advice with no conflicts-of-interest. All Investment decisions are made in-house using LeafHouse’s proprietary Grade Point Average® algorithm, which tracks a wide variety of quantitative and qualitative metrics. LeafHouse assumes all responsibility for selection, monitoring and replacement for investments within the core fund lineup