Pool Centurion Enrollment PDF -Web book - Ready - Flipbook - Page 22
Pool Centurion 401(k) Plan
Investment Election/Change Form
Pool Centurion Management, Inc.
100 N. Krome Ave
Florida City, FL 33034
Certified Benefits Corp
1111 Douglas Avenue
Altamonte Springs, FL 32714
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
Moderately Conservative
_____.0%
Moderate
_____.0%
Moderately Aggressive
_____.0%
Aggressive
_____.0%
Target Date Funds
Vanguard Target Retirement Inc Inv - VTINX
Vanguard Target Retirement 2020 - VTWNX
Vanguard Target Retirement 2025 - VTTVX
Vanguard Target Retirement 2030 - VTHRX
_____.0%
_____.0%
_____.0%
_____.0%
Vanguard Target Retirement 2035 - VTTHX
_____.0%
Vanguard Target Retirement 2040 - VFORX
_____.0%
Vanguard Target Retirement 2045 - VTIVX
_____.0%
Vanguard Target Retirement 2050 - VFIFX
_____.0%
Vanguard Target Retirement 2055 - VFFVX
_____.0%
Vanguard Target Retirement 2060 - VTTSX
_____.0%
Vanguard Target Retirement 2065 - VLXVX
_____.0%
□
Both Future and Current
Additional Investment Options:
American Century Small Cap Gr R6 – ANODX
Cohen & Steers Instl Realty Shares – CSRIX
DFA International Small Company I - DFISX
Dodge & Cox Global Bond - DODLX
Fidelity Advisor Intl Cap App Z - FIDZX
Fidelity 500 Idx Institutional Prem – FXAIX
JPMorgan Mid Cap Gr Fund - JMGMX
Invesco Intl Sm-Mid Company Fund - OSCIX
Prudential High-Yield Q - PHYQX
Invesco Stable Value Trust I – QJQKQ
American Funds The Bond Fund of Am - RBFGX
Fidelity Government MMkt - SPAXX
T. Rowe Price Emer Mrkt Cor Bnd Fnd - TECIX
Thornburg Strategic Inc Fund - TSRSX
Vanguard Inflation-Prot Secs adm - VAIPX
Vanguard Equity Income Adm - VEIRX
Vanguard Emer Mkt Stk Ind Fnd Adm - VEMAX
Vanguard Growth Idx Fund Adm - VIGAX
Vanguard Devel Mrkt Indx Fnd Adm - VTMGX
Vanguard Mid-Cap Val Idx Adm - VMVAX
Percentage to
be Allocated
_______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 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.