CCOERA: Overview

One of the many benefits to participating in the CCOERA retirement savings plan(s) is the plan professional oversight. CCOERA continually reviews its fund offerings to make sure that each fund continues to be an excellent investment alternative relative to funds with similar investment styles.
At each of its quarterly Board meetings, the CCOERA Governing Board reviews each investment fund. CCOERA also retains a professional investment advisor to assist the board in its review of the menu of funds available to CCOERA participants, and to review the performance of each fund offered. Each fund's performance is compared to a universe of mutual funds with similar investments (i.e. small cap stocks), as well as similar investment styles (i.e. growth or value style) of investing.