RetireFocus(funds) are a family of eight target date funds designed for qualified retirement plans, which combine the expertise of two Matrix Financial Solutions affiliates—MG Trust® and Prima Capital.

Managed by MG Trust® and powered by the leading research and due diligence of Prima Capital, RetireFocus(funds) are an exciting new alternative for retirement investments based on proprietary research, portfolio modeling techniques and participant requirements. The investments team is comprised of CFAs and credentialed professionals from both MG Trust® and Prima Capital, RetireFocus(funds) were designed to meet the standards of a “qualified default investment alternative” (QDIA) as defined by the U.S. Department of Labor and provide a solid foundation for retirement.

Key benefits of RetireFocus(funds) include:

• 100% open architecture platform, with no conflicts of interest in manager selection or portfolio structure; funds selected from a universe of more than 18,000
• Deep research and transparent advice delivered through cutting-edge technology to allow the third-party administrator (TPA), retirement advisor or broker to better serve the needs of the plan sponsor
• Ongoing monitoring of managers, which ensures best practices management, plus regular portfolio rebalancing
• Fully disclosed fees
• High-level research and due diligence expertise that are typically exclusive to major banks and financial institutions

Instructional Enrollment Video

By selecting the RetireFocus(funds) as one of the investment options in your retirement plan, we will provide an instructional enrollment video at no cost. This 10-minute video outlines the options available to the plan participants, including the ability to invest in RetireFocus(funds). For more information on how to include RetireFocus(funds) as part of your offering or for general questions, please contact Dean Rodewald at (303) 539-8811. 


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