Moran Kidd Enrollment - Web Book - Ready - Flipbook - Page 20
Moran Kidd Lyons Johnson Garcia, P.A. 401(k) Plan & Trust
Investment Election/ Change Form
Certified Benefits Corp
1111 Douglas Avenue
Altamonte Springs, FL 32714
Moran Kidd Lyons Johnson Garcia, P.A.
111 North Orange Avenue, #900
Orlando, FL 32801
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 – AMDVX
Percentage to be
Allocated
_____.0%
Moderately Conservative
_____.0%
Cohen & Steers Inst Realty Shares– CSRIX
_____.0%
Moderate
_____.0%
_____.0%
Moderately Aggressive
Aggressive
_____.0%
_____.0%
Dodge & Cox Global Bond Fund - DODLX
Fidelity Advisor Intl Capital App Z – FIDZX
Fidelity Advisor Intl Sm Cap Fund - FIXIX
Target Date Funds
Vanguard Target Retirement Inc Inv – VTINX
Vanguard Target Retirement 2020 – VTWNX
_____.0%
_____.0%
Fidelity 500 Index – FXAIX
JPMorgan Mid Cap Growth Fund - JMGMX
Invesco Oppnheimer Discovery R6 – ODIIX
Invesco Oppenheimer Intl S-M R6 – OSCIX
PIMCO Income Instl – PIMIX
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
Vanguard Target Retirement 2025 – VTTVX
_____.0%
Wells Fargo Stable Value – QWNYQ
_____.0%
Vanguard Target Retirement 2030 – VTHRX
_____.0%
American Funds Bond Fund - RBFGX
_____.0%
Vanguard Target Retirement 2035 – VTTHX
American Funds New Per R6 – RNPGX
_____.0%
Vanguard Target Retirement 2040 – VFORX
_____.0%
_____.0%
_____.0%
Vanguard Fed Money Market - VMFXX
Vanguard Equity-Income Adm – VEIRX
_____.0%
Vanguard Target Retirement 2045 – VTIVX
Vanguard Target Retirement 2050 - VFIFX
_____.0%
Vanguard Materials Index Adm – VMIAX
_____.0%
Vanguard Target Retirement 2055 - VFFVX
_____.0%
_____.0%
Vanguard Target Retirement 2060 - VTTSX
_____.0%
Vanguard Small Cap Val Idx Adm – VSIAX
Vanguard Sm Cap Val Index – VSMAX
Vanguard Target Retirement 2065 - VLXVX
_____.0%
Vanguard International Value Fund - VTRIX
_____.0%
Vanguard Growth Index Admiral - VIGAX
_____.0%
Model Investment Portfolios
Conservative
_____.0%
_____.0%
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.