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Financial Advisors - Request a 401(k) Proposal
Contact the First Trust 401(k) department for a list of record keeper availability.

Collective Investment Funds

Collective Investment Funds (CIFs) are tax-exempt, pooled investment products available only to qualified retirement plans. CIFs are not mutual funds.

Because CIFs are used in defined contribution plans, fund trustees are held to the fiduciary requirements of the Employee Retirement Income Security Act ("ERISA")1, an important consideration for plan sponsors.

First Trust offers a range of investment opportunities tailored for the retirement plan community.

First Trust All Equity Allocation Portfolio - seeks to provide above-average total return by adhering to five specialized investment strategies. To learn more, click: here.
First Trust Counter Inflation Portfolio - seeks to provide an above-average total return by investing in exchange-traded funds (ETFs) and other equity securities which typically react favorably in an inflationary environment. To learn more, click: here.
First Trust Target Date Fund Family - seeks to provide above-average total return using a mix of asset classes that adjusts to accomodate retirement needs as retirement approaches. Click on a Fund to learn more: 2010, 2020, 2030, 2040.
There can be no assurance that the Funds identified above and herein will achieve their investment objectives.

1The Employee Retirement Income Security Act of 1974 (ERISA) is a federal law that sets minimum standards for retirement and health benefit plans in private industry. Before ERISA was enacted by Congress, employees were not protected under any law and many of them retired or were discharged without benefits. There were many years of different questionable practices by certain pension plans prior to the passing of ERISA in 1974.

Plan sponsors and participants should consider each Fund's investment objective, risks, charges and expenses carefully before investing. Contact your financial advisor, visit www.ftportfolios.com, or call First Trust Portfolios L.P. at 877-937-4015 to request an Information Statement, which contains this and other information about the Funds. Read it carefully before you invest.

Not FDIC Insured  •  Not Bank Guaranteed  •  May Lose Value
 
First Trust Portfolios L.P.  Member SIPC and FINRA.
First Trust Advisors L.P.
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