Pool Centurion Enrollment PDF -Web book - Ready - Flipbook - Page 2
PICTURE IT NOW! YOUR FINANCIAL FUTURE
WELCOME TO THE PLAN
PICTURE IT NOW! Your Financial Future
Welcome to the Pool Centurion 401(k) 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 Pool Centurion Management, 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 Pool Centurion Management, Inc. are pleased to provide this Plan to
our employees, as it is one of the most valuable employee benefits available
today. We hope that you will use the information contained herein to make
the most of the Pool Centurion 401(k) Plan. Should you have any questions
about how your plan works, please call 800-393-9900.**
Sincerely,
Ed Balogh
Trustee
*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 relate to your
speci ic situation, please contact a quali ied inancial advisor.
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