Mutual Fund List Your Investment Choices...

How Do We Decide?

There are literally thousands of mutual funds from which to select the investments for your retirement plan.

Each of these many mutual funds represents a different level of opportunity for return and carry varying risk. Different mutual funds have different investment goals and represent different "categories", each representing different approaches to investing.

RPA does not provide investment advice, nor do we sell mutual funds or any securities for that matter, so we aren't going to tell you what funds you should select to accomplish your plan's investment goals. What we will do is try to provide you with some simple, objective direction in addressing your needs in this important area of your plan's success.

For the more investment savvy plan sponsor, or the plan sponsor who already has a trusted investment advisor with whom to work, selecting a solid, well rounded representation of about 6 to 12 funds from a sound range of different asset categories for your plan is not a difficult exercise. However, if you are a plan sponsor who needs help in this effort, RPA can help you find and then interview investment advisors who won't try to charge you "an arm & a leg" for their services and with whom you can find a satisfactory comfort level. To achieve maximum efficiency and the best opportunity for solid returns on your retirement plan investment dollars you must choose the mutual funds that you select to include in your plan wisely. Most importantly it is imperative that you are able to make your selection of that dozen or so mutual funds for your plan from the broadest universe of mutual funds as possible. This provides you with the greatest opportunity for investment diversity in your plan and also allows you to seek out those high performing mutual funds that have the lowest internal costs and expense ratios.

Retirement Plan Providers that fail to provide you with an opportunity for this level of maximum diversity in the mutual funds for your plan, by limiting your selection from a universe of only a few hundred mutual funds in total, or less, or only from only a few mutual fund families, or sometimes much less, are doing you, your plan and its participants a great disservice. Unfortunately they are more focused on the revenues that they can generate in commissions and remunerations for the mutual funds that you are limited to than what might be best for your plan and meeting its investment goals.

Through RPA you will find the very broadest universe of mutual funds from which to select your plan's funds.

Just A Very Small Sampling...

RPA provides recordkeeping for thousands of mutual funds in hundreds of different mutual fund families. Here a just a few mutual fund families that you may recognize...

For a more detailed view of some of the mutual funds that are available through the RPA Recordkeeping System click below. Keep in mind that this list represents only about 50% of the total number of mutual funds available. Since the amount of space necessary to show all of the mutual funds available would be too cumbersome to provide, keep in mind that if you do not see a mutual fund that interests you on this list, chances are its available but just not listed on this partial list.

Some sales charges and minimum purchase requirements for funds on this list may be waived through our program. For information on specific sales charge and minimum purchase waivers for those specific funds in which you have an interest, or if you have any other questions about this list, please e-mail us at info@retirementplanners.com or call us at 888.689.5530 ext. 223.