Parkinson's Enrollment - Web Book - Ready - Flipbook - Page 22
PARKINSON’S FOUNDATION RETIREMENT PLAN
Investment Election/Change Form
Certified Benefits Corp
1111 Douglas Avenue
Altamonte Springs, FL 32714
Fax: 407-682-1748
Parkinson’s Foundation, Inc.
200 SE 1st Street, Suite 800
Miami, FL 33131
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
Conservative
Percentage to be
Allocated
_____.0%
□
Both Future and Current
Additional Investment Options:
Cohen & Steers Instl Realty Shares - CSRIX
Percentage to be
Allocated
_____.0%
Moderately Conservative
_____.0%
Dodge & Cox Income - DODIX
_____.0%
Moderate
_____.0%
Dodge & Cox Global Bond - DODLX
_____.0%
Moderately Aggressive
Aggressive
_____.0%
_____.0%
Target Date Funds
Vanguard Target Retirement Inc Inv - VTINX
Vanguard Target Retirement 2020 - VTWNX
Vanguard Target Retirement 2025 - VTTVX
Fidelity Advisor Small Cap Val - FCVIX
Fidelity Advisor Intl Sm Cp I - FIXIX
Fidelity Government MMkt - FZCXX
JPMorgan Mid Cap Growth R6 - JMGMX
Invesco Oppnheimer Intl SmMd Co - OSCIX
_____.0%
_____.0%
_____.0%
Vanguard Target Retirement 2030 - VTHRX
_____.0%
PIMCO Income Instl - PIMIX
Invesco Stable Value Trust I - QJQKQ
American Funds Europacific R6 - RERGX
American Funds New Pers R6 - RNPGX
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
Vanguard Target Retirement 2035 - VTTHX
_____.0%
First Eagle Global I - SGIIX
_____.0%
Vanguard Target Retirement 2040 - VFORX
Vanguard Inflation Protected Sec - VAIPX
_____.0%
Vanguard Target Retirement 2045 - VTIVX
_____.0%
_____.0%
Vanguard Equity-Income Adm - VEIRX
_____.0%
Vanguard Target Retirement 2050 - VFIFX
_____.0%
Vanguard Materials Index Adm - VMIAX
_____.0%
Vanguard Target Retirement 2055 - VFFVX
_____.0%
_____.0%
Vanguard Mid Cap Value Index - VMVAX
Vanguard Small Cap Index Adm - VSMAX
_____.0%
Vanguard Target Retirement 2060 - VTTSX
Vanguard Target Retirement 2065 - VLXVX
_____.0%
Vanguard Total Stock Market - VTSAX
_____.0%
Vanguard US Growth Admiral - VWUAX
_____.0%
_____.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.