Diocese Enrollment - Web Book - Ready - Flipbook - Page 20
DIOCESE OF ORLANDO EMPLOYEE 403(b) SAVINGS & RETIREMENT PLAN
Investment Election/Change Form
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
Model Investment Portfolios
Percentage to be
Allocated
□
Both Future and Current
Additional Investment Options:
Investment Option:
Percentage to be
Allocated
Ticker Symbol
Conservative
_____.0%
AB Large Cap Growth Fund - ALLIX
_____.0%
Moderately Conservative
_____.0%
American Century Sm Cp Growth - ANODX
_____.0%
Moderate
_____.0%
Ave Maria Rising Dividend - AVEDX
_____.0%
Moderately Aggressive
Aggressive
_____.0%
Baird Core Plus Bond; Institutional –BCOIX
Columbia Convertible Sec R5 - COCRX
Cohen & Steers Institutional Realty – CSRIX
_____.0%
Fidelity Advisor Health Care I - FHCIX
_____.0%
Fidelity Inv MM Fds Government I - FIGXX
_____.0%
_____.0%
Target Date Funds
_____.0%
_____.0%
Vanguard Tar Retirement Inv –VTINX
_____.0%
Fidelity 500 Index - FXAIX
_____.0%
Vanguard Tar Retirement 2020-VTWNX
_____.0%
Fidelity International Sm Cap Fund -FIXIX
_____.0%
Vanguard Tar Retirement 2025-VTTVX
_____.0%
_____.0%
Invesco Trust Series I – QJQKQ
MFS Mid Cap Growth; R6 - OTCKX
_____.0%
Vanguard Tar Retirement 2030 – VTHRX
Vanguard Tar Retirement 2035-VTTHX
_____.0%
Invesco Oppenheimer International - OSCIX
_____.0%
Vanguard Tar Retirement 2040-VFORX
_____.0%
PIMCO Income Instl - PIMIX
_____.0%
Vanguard Tar Retirement 2045-VTIVX
_____.0%
Putnam Equity Income Y - PEIYX
_____.0%
Vanguard Tar Retirement 2050-VFIFX
_____.0%
Vanguard International Value Fund - VTRIX
_____.0%
Vanguard Tar Retirement 2055-VFFVX
_____.0%
Vanguard Mid-Cap Index Adm – VMVAX
_____.0%
Vanguard Tar Retirement 2060-VTTSX
_____.0%
Vanguard Mid-Cap Index Adm – VIMAX
_____.0%
Vanguard Tar Retirement 2065-VLXVX
_____.0%
Vanguard Infl-Prot Secs Adm - VAIPX
_____.0%
Vanguard ST Inv-Grade Adm - VFSUX
_____.0%
Wells Fargo Spec Sm Cap Val R6 – ESPRX
_____.0%
TOTAL ALL INVESTMENTS
_____.0%
100 %
Automated Investment Strategies – 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). Model
Investment Portfolios are automatically rebalanced on a quarterly basis. Please note that rebalancing will occur
when 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: ___________________________
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.