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Fund Selections

SIMA works closely with your investment committee to determine and select diverse investment options that consider the goals of the plan, the demographics of the group, and the average age and length of service among employees.

We ensure that your plan is 404(c) ERISA compliant and have no allegiances to products, platforms or funds.  We take care to identify active versus passive allocation models and target date options that meet the needs and goals of our clients.  As fiduciaries, our only responsibility is to look out for the best interests of the plan sponsor, the business, and the employees.