J2 Enrollment - Web Book - 2024 - Flipbook - Page 22
J2 401(k) Retirement Plan
Enrollment / Information Change Form
J2 Strategic Solutions, Inc.
52 Riley Rd. Suite 421
Celebration, FL 34747
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
Model Investment Portfolios
Conservative
Moderately Conservative
Moderate
Moderately Aggressive
Aggressive
Target Date Funds
Vanguard Target Retirement Inc Inv - VTINX
Vanguard Target Retirement 2020 - VTWNX
Vanguard Target Retirement 2025 - VTTVX
Vanguard Target Retirement 2030 - VTHRX
Vanguard Target Retirement 2035 - VTTHX
Vanguard Target Retirement 2040 - VFORX
Vanguard Target Retirement 2045 - VTIVX
Vanguard Target Retirement 2050 - VFIFX
Vanguard Target Retirement 2055 - VFFVX
Vanguard Target Retirement 2060 - VTTSX
Vanguard Target Retirement 2065 - VLXVX
□
Both Future and Current
Percentage to be
Additional Investment Options:
Allocated
_____.0%
American Century Sm Cap Gr R6 – ANODX
_____.0%
Cohen & Steers Instl Realty Shares - CSRIX
_____.0%
DFA International Small Company I - DFISX
_____.0%
Dodge & Cox Global Bnd Fnd Cl I - DODLX
_____.0%
Fidelity Advisor Intl Capital App Z - FIDZX
Fidelity 500 Idx Institutional Prem - FXAIX
JPMorgan Mid Cap Growth Fund- JMGMX
_____.0%
Invesco Intl Sm-Mid Comp Fund – OSCIX
_____.0%
PGIM High-Yield R6 – PHYQX
_____.0%
Invesco Stable Value Trust I - QJQKQ
_____.0%
Amer Funds Bnd Fund of Amer R6 - RBFGX
_____.0%
T. Rowe Price Emer Mkt Cor Bnd Fd – TECIX
_____.0%
Thornburg Strategic Inc Fnd – TSRSX
_____.0%
Vanguard Equity Income Admiral – VEIRX
_____.0%
Vanguard Emer Mkt Stk Ind Fd Ad - VEMAX
_____.0%
Vanguard Growth Idx Fund Adm – VIGAX
_____.0%
Vanguard Federal MM Fund - VMFXX
Vanguard Sm Cap Value Index Fund- VSIAX
_____.0%
Vanguard Dev Mrkt Indx Fnd Adm - VTMGX
Allspring Special Mid Cap Val R6- WFPRX
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.
