Certified Financial Enrollment - Web Book - Ready - Flipbook - Page 22
CERTIFIED FINANCIAL GROUP, INC. 401(k) & PROFIT SHARING PLAN
Investment Election/Change Form
Certified Financial Group, Inc.
1111 Douglas Avenue
Altamonte Springs, FL 32714
Certified Benefits Corp
1111 Douglas Avenue
Altamonte Springs, FL 32714
SECTION 1: Investment Option Election – this investment election will be applied to all contribution types.
You may select from the following list of Model Investment Portfolios, Target Date Funds or Mutual Funds.
□
Future Contributions
□
Existing account balance
□
Both Future and Current
Percentage to be
Allocated
_____.0%
Additional Investment Options:
American Century Mid Cap Val Fd R6 – AMDVX
Percentage
to be
Allocated
_____.0%
Moderately Conservative
_____.0%
American Funds The Bond Fund of Am – RBFGX
_____.0%
Moderate
_____.0%
Cohen & Steers Instl Realty Shares – CSRIX
_____.0%
Moderately Aggressive
_____.0%
Dodge & Cox Global Bond – DODLX
_____.0%
Aggressive
_____.0%
Target Date Funds
Vanguard Target Retirement Inc Inv - VTINX
Vanguard Target Retirement 2020 - VTWNX
Vanguard Target Retirement 2025 - VTTVX
_____.0%
_____.0%
_____.0%
Fidelity Advisor Small Cap Value Fund I – FCVIX
Fidelity Advisor Intl Small Cap Fd I – FIXIX
First Eagle Global Fund;I – SGIIX
Galliard Stable Return Fund M – QWNYQ
Invesco Discovery Fund R6 – ODIIX
Invesco Intl Sm-Mid Company Fund - OSCIX
JPMorgan Mid Cap Gr Fund – JMGMX
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
Vanguard Target Retirement 2030 - VTHRX
_____.0%
PIMCO Income Fund Institutional – PIMIX
_____.0%
Vanguard Target Retirement 2035 - VTTHX
_____.0%
T. Rowe Price Mid-Cap Growth Fund – RNPGX
_____.0%
Vanguard Target Retirement 2040 - VFORX
_____.0%
Vanguard Devel Mrkt Indx Fnd Adm - VTMGX
_____.0%
Vanguard Target Retirement 2045 - VTIVX
_____.0%
Vanguard Equity Income Admiral – VEIRX
_____.0%
Vanguard Target Retirement 2050 - VFIFX
_____.0%
Vanguard Fed Money Market Fd Inv – VMFXX
_____.0%
Vanguard Target Retirement 2055 - VFFVX
_____.0%
Vanguard Growth Idx Fund Adm - VIGAX
_____.0%
Vanguard Target Retirement 2060 - VTTSX
_____.0%
Vanguard Materials Index Fund Adm – VMIAX
_____.0%
Vanguard Target Retirement 2065 - VLXVX
_____.0%
Vanguard Short-Term Trsy Idx Adm – VSBSX
_____.0%
Model Investment Portfolios
Conservative
TOTAL MUST EQUAL 100%
Automated Investment Strategies – (To be used only if more than one investment option is chosen.) Please choose
one of the following options (if no selection is made and more than one investment option is chosen above, the
account will be rebalanced annually). Please note that rebalancing will occur only if the initial allocation changes
by two percentage points or more.
❑ Do Not Rebalance
❑ Monthly
❑ Quarterly
❑ Semi-Annually
❑ Annually
SECTION 2: Signature – Review to make sure that you have completed each section fully. Please return this form
to your employer.
Employee Name (printed):______________________________________ SSN: ___________________________
Employee Signature: __________________________________________ Date: ___________________________
Employer Signature: __________________________________________ Date: ___________________________
Special 404 (c) Regulations Section and Notice of Limited Liability. This plan intends to comply with ERISA 404 (c) and Title 29 of CFR 2550.404 c-1.
Plan Fiduciaries may be relieved of liability for any losses that may result from participant’s investment instruction.