Diocese Enrollment - Web Book - Ready - Flipbook - Page 2
PICTURE IT NOW! YOUR FINANCIAL FUTURE
WELCOME TO THE PLAN
PICTURE IT NOW! Your Financial Future
Welcome to the Diocese of Orlando Employee 403(b) Savings & Retirement Plan
(also known as the Plan). This employee benefit was developed specifically to help
you accumulate the money you will need to live a long and comfortable retirement.
The Plan is a retirement savings plan that allows your retirement dollars to grow tax
deferred using investment options that you select.
“What is tax-deferred growth? How do I choose investments?”
Good questions. The answers to these and other questions can be found in this
guide, developed for the Diocese of Orlando. You’ll also learn how to put together a
mix of investments that’s right for you based on your age, risk tolerance, and unique
financial circumstances. After reviewing the basics of asset classes and investment
performance, you’ll be ready to choose investments that meet your needs.
We at the Diocese of Orlando are pleased to provide this Plan to our employees,
as it is one of the most valuable employee benefits available today. We hope that
you will use the information contained herein to make the most of the Diocese of
Orlando Employee 403(b) Savings & Retirement Plan.
Should you have any questions about how your plan works, please call
800-393-9900.**
Sincerely,
Kevin Casey
Trustee
*Withdrawals will be taxed at then-current rates. Early withdrawals prior to age 59 ½ may be subject to a 10% penalty.
**While telephone representatives are happy to answer questions about the Plan’s features and investment options, they
are not permitted to provide investment advice. For questions about the investment options relate to your specific
situation, please contact a qualified financial advisor.
Page 1