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Ullico Bulletin

J for Jobs Embraces Defined Contribution Plans

A new investment product from Ullico gives individuals with 401k retirement plans the opportunity to participate in the company's flagship real estate investment product.

Launched in April, the Ullico J for Jobs Collective Investment Fund (CIF) was created by the Hand Composite Employee Benefit Trust and sponsored by Hand Benefits & Trust Company. With the addition of CIF, Ullico now offers solutions to unions with defined benefits and defined contributions plans.

"We still think defined benefit plans are the best way to address retirement, but J for Jobs also has an important role in defined contribution plans," says Joe Linehan, President, Ullico Investment Advisors, Inc.. "We're offering it as a complement, not a replacement."

J for Jobs contributes positive economic development to local and regional communities through job creation. Since its inception, J for Jobs has participated in the funding of more than 545 real estate projects nationwide totaling in excess of $16 billion.

"As part of our mission to protect and serve labor, Ullico is constantly looking for new ways to meet the needs of unions," says Joe Linehan. "This new product offers trustees flexibility as they make plan decisions with their individual members in mind."

The CIF is not a mutual fund. Its shares are not deposits of Hand Benefits & Trust Company, a BPAS company, or Ullico Investment Advisors, and are not insured by the Federal Deposit Insurance Corporation or any other agency. The CIF is a security which has not been registered under the Securities Act of 1933 and is exempt from investment company registration under the Investment Act of 1940. The Ullico J for Jobs Collective Investment Fund is new and does not have actual performance data to report. Diversification may not protect against market risk. There are risks involved with investing, including possible loss of principal. Before investing in any investment portfolio, the client and the financial professional should carefully consider client investment objectives, time horizon, risk tolerance, and fees. This collective investment fund is available for investment by eligible qualified retirement plan trusts only.



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