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PICTURE IT NOW! YOUR FINANCIAL FUTURE
WELCOME TO THE PLAN
PICTURE IT NOW! Your Financial Future
Welcome to the Profit Sharing Plan for the Employees of Rogers,
Lovelock & Fritz, Inc. (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 Rogers, Lovelock & Fritz, 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 Rogers, Lovelock & Fritz, 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 Profit Sharing Plan for the Employees of Rogers, Lovelock &
Fritz, Inc. Should you have any questions about how your plan works, please
call 800-393-9900.**
Sincerely,
Scott Fote
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 specific situation, please contact a qualified financial advisor.
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