Junior Achievement Enrollment - Web Book - Ready - Flipbook - Page 2
PICTURE IT NOW! YOUR FINANCIAL FUTURE
PICTURE IT NOW! Your Financial Future
WELCOME TO THE PLAN
Welcome to the Junior Achievement of Central Florida, Inc. 403(b) 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 Junior Achievement of Central Florida, Inc. 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 Junior Achievement of
this Plan to our employees, as
benefits available today. We
contained herein to make the
Florida, Inc. 403(b) Plan.
Central Florida, Inc. are pleased to provide
it is one of the most valuable employee
hope that you will use the information
most of the Junior Achievement of Central
Should you have any questions about how your plan works, please call
800-393-9900.**
Sincerely,
Karen Revels
*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 related to your specific
situation, please contact a qualified financial advisor.
Page 1