Performance Press Enrollment - Web Book - Ready - Flipbook - Page 22
PERFORMANCE PRESS, INC. 401(K) PROFIT SHARING PLAN & TRUST
Enrollment / Information Change Form
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2000 Platinum Road, Suite 100
Apopka, FL 32703
Certified Benefits Corp
1111 Douglas Avenue
Altamonte Springs, FL 32714
Fax: 407-682-1748
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
Percentage to be
Allocated
_____.0%
Model Investment Portfolios
Conservative
□
Both Future and Current
Percentage to be
Additional Investment Options:
Cohen & Steers Instl Realty – CSRIX
Moderately Conservative
_____.0%
Fidelity Advisor Intl Cap App Z – FIDZX
Moderate
_____.0%
Fidelity Advisor Intl Sm Cap I – FIXIX
Moderately Aggressive
Aggressive
_____.0%
_____.0%
Fidelity OTC – FOCPX
Fidelity 500 Index Fund – FXAIX
Prudential High-Yield Q – PHYQX
T. Rowe Price Capital – PRWCX
Invesco Stable Value Trust I – QJQKQ
American Funds Bond Fund R6 - RBFGX
Target Date Funds
Vanguard Target Retirement Inc - VTINX
_____.0%
American Funds New Pers R6 – RNPGX
Vanguard Target Retirement 2020 - VTWNX
_____.0%
Thornburg Strategic Inc R6 – TSRSX
Vanguard Target Retirement 2025 - VTTVX
_____.0%
Vanguard Equity-Income Adm – VEIRX
Vanguard Target Retirement 2030 - VTHRX
_____.0%
Vanguard Inter Term Treas Adm – VFIUX
Vanguard Target Retirement 2035 - VTTHX
Vanguard Real Estate Index Adm – VGSLX
Vanguard Target Retirement 2040 - VFORX
_____.0%
_____.0%
Vanguard Target Retirement 2045 - VTIVX
_____.0%
Vanguard Federal Money Mkt - VMFXX
Vanguard Target Retirement 2050 - VFIFX
_____.0%
Vanguard Materials Index Adm – VMIAX
Vanguard Target Retirement 2055 - VFFVX
_____.0%
Vanguard Small Cap Value Ind – VSIAX
Vanguard Target Retirement 2060 - VTTSX
_____.0%
Vanguard Small Cap Index Adm – VSMAX
Vanguard Target Retirement 2065 - VLXVX
_____.0%
Vanguard Devlpd Mkts Idx Adm - VTMGX
Vanguard Mid Cap Index Adm – VIMAX
Vanguard Tax-Managed Sm Cap – VTMSX
Vanguard Value Index Fund Adm - VVIAX
Allocated
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.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 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.