The halal solution for 401(k) plans
Essential benefit for companies seeking to attract and retain high-value employees.ShariaPortfolio’s turnkey 401(k) plans are designed to help your employees save for a more secure retirement. Offering a wide range of halal mutual funds, ShariaPortfolio 401(k) plans may also enable companies and employees to access certain tax advantages.
Islamic law mandates that investments adhere to Sharia, applying a socially-responsible screen to business activities and only accepting companies that receive less than 5% of their total income from non-compliant income sources.
There’s a disconnect between companies and their employees: 74% of 401(k) plan participants want access to ESG funds (Natixis), while less than 8% of company-sponsored retirement plans include even a single ESG fund option on their investment menu (InvestmentNews).
Sharia-compliant investing is a subset of SRI (socially responsible investing) and ESG (environmental, social and governance) investing, allowing your plan participants to achieve their retirement goals while conforming to their personal values.
Convert Your Company’s Plan
Converting your 401(k) plan only takes 15 minutes
Your company can convert your current 401(k) plan to a Sharia-compliant 401(k) plan, managed by ShariaPortfolio, right at your desk in 15 minutes or less. By partnering with ePlan, ShariaPortfolio is able to offer an intuitive online application and retirement solution that is both cost-effective and easy to use.
Two-Month Conversion Timeline:
- 15-Minutes: Online Conversion
- 1-3 Days: Current Platform Termination & Approval
- 30-45 Days: Blackout period
- Asset & Records Transfer, Reconciliation
- 1-2 Days: Asset Investment & Final Data Collection
Ready to take the next step? We’re here to help.
Access provides custom solutions and personal advisor services for investors with $100,000 or more to invest. Just three easy steps will get you started.
Express is an online option offering investment solutions for investors with $1,000 or more to invest. Create your own secure online account in just a few hours.
401(k) plans offer a wide range of halal investments and are designed to help your employees save for a more secure retirement. Opening an account is fast and easy.
Institutional services enable financial advisors to provide their clients with Sharia-compliant investment solutions. Get started in less than five minutes.
Select an option to the right to take the next step in opening an account and investing the halal way.
Sharia-compliant robo-advisor service
Let's get acquainted.
Tell us a bit about yourself.
When should we chat?
Let us know what time works best.
Let us know how you found us.
One of our licensed investment advisors will reach out shortly to discuss your financial goals.