 Facets Managed Index Fund |
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About TD AMERITRADE Trust Company
TDATC is a Maine-chartered, non-depository trust company and a wholly owned subsidiary of TD AMERITRADE Holding Corporation. TDATC is not a member of FINRA/SIPC. TDATC offers trust and custody services, including back-office support, to a wide range of employee benefit plans. Services are provided through TDATC's institutional clients only, such as third-party administrators, recordkeepers and registered investment advisors. In addition, TDATC serves as trustee of the Facets Managed Index as described in the Fund Summary Document.
Subadvisor to CIF
About Retirement Alliance, Inc.
Established in 1994, Retirement Alliance, Inc. ("RAI"), an investment advisor registered with the U.S. Securities and Exchange Commission, is a provider of retirement plan services in the small to mid-size plan market and has offices in both New Hampshire and Florida. RAI's professionals have over 150 years of combined experience implementing and administrating pension plans. They currently service approximately 950 clients and 45,000 participants, and have over $1.25 billion in assets under management. Their ongoing services include: plan design; communication of plan benefits through in-house and Web seminars; investment products such as Life Style, Target Benefit and Managed Indexes; and administration, compliance testing and record keeping of qualified plans. For more information, please visit www.retirementalliance.com.
For information regarding the risk of investing in CIFs, please see the Fund Summary Document listed under the CIF Information tab.
For more information on the FACETS MANAGED INDEX FUND, please contact Brian Harriman at 877-270-6892, ext. 74761
| Investment Products: Not FDIC Insured | May Lose Value | No Bank Guarantee |
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TD AMERITRADE Trust Company and Retirement Alliance, Inc. are separate, unaffiliated companies. |