RLF Enrollment - Web Book - Ready - Flipbook - Page 22
PROFIT SHARING PLAN FOR THE EMPLOYEES OF
ROGERS, LOVELOCK & FRITZ, INC.
Mr. Scott Fote
Rogers, Lovelock & Fritz, Inc.
4750 New Broad Street
Orlando, FL 32814
Investment Election/Change Form
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
□
Both Future and Current
Percentage to be
Allocated
_____.0%
Additional Investment Options:
Artisan Global Opportunities- APDRX
Percentage to be
Allocated
_____.0%
Moderately Conservative
_____.0%
Cohen & Steers Instl Realty – CSRIX
_____.0%
Moderate
_____.0%
Dodge & Cox Global Bond – DODLX
_____.0%
Moderately Aggressive
_____.0%
Fidelity Advisor Intl Capital App Z - FIDZX
_____.0%
Aggressive
_____.0%
Fidelity Advisor Government Inc Z - FIKPX
_____.0%
Fidelity OTC- FOCPX
Invesco Oppenheimer Intl SM R6 – OSCIX
_____.0%
_____.0%
_____.0%
_____.0%
Model Investment Portfolios
Conservative
Target Date Funds
Vanguard Target Retirement Inc. Inv - VTINX
_____.0%
Vanguard Target Retirement 2020 - VTWNX
_____.0%
Prudential High-Yield Q – PHYQX
PIMCO Income Instl – PIMIX
Invesco Stable Value Trust I – QJQKQ
Vanguard Target Retirement 2025 - VTTVX
_____.0%
American Funds New Pers R6 – RNPGX
_____.0%
Vanguard Target Retirement 2030 - VTHRX
_____.0%
T. Rowe Price Hlth Sciences Fund I – THISX
_____.0%
Vanguard Target Retirement 2035 - VTTHX
T. Rowe Price Capital – TRAIX
_____.0%
Vanguard Target Retirement 2040 - VFORX
_____.0%
_____.0%
Vanguard Equity-Income Adm – VEIRX
_____.0%
Vanguard Target Retirement 2045 - VTIVX
_____.0%
_____.0%
Vanguard Target Retirement 2050 - VFIFX
_____.0%
Vanguard Explorer Adm – VEXRX
Vanguard 500 Index Admiral – VFIAX
Vanguard Target Retirement 2055 - VFFVX
_____.0%
_____.0%
Vanguard Target Retirement 2060 - VTTSX
_____.0%
Vanguard Mid Cap Index Adm – VIMAX
Vanguard Federal Money Mkt - VMFXX
Vanguard Target Retirement 2065 - VLXVX
_____.0%
Vanguard Materials Index Adm– VMIAX
_____.0%
Vanguard Short-Term Treasury Idx - VSBSX
_____.0%
Vanguard Small Cap Index Adm – VSMAX
_____.0%
_____.0%
_____.0%
_____.0%
Vanguard Devlpd Mkts Idx Adm - VTMGX
_____0%
Vanguard Value Index Fund Adm - VVIAX
______.0%
Vanguard Wellesley Income - VWIAX
______.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.
