Markowitz Enrollment - Web Book - Ready - Flipbook - Page 22
Markowitz, Ringel, Trusty & Hartog, P.A. Profit Sharing Plan
Enrollment / Information Change Form
Mr. Jerry Markowitz
Markowitz, Ringel, Trusty & Hartog, P.A.
9130 S. Dadeland Blvd., Suite 1800
Miami, FL 33156
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
□
Both Future and Current
Additional Investment Options:
Cohen & Steers Instl Realty - CSRIX
Percentage to be
Allocated
_____.0%
Moderately Conservative
_____.0%
BNY Mellon Sm Cap Stock Idx Inv - DISSX
_____.0%
Moderate
_____.0%
Dodge & Cox Global Bond I - DODLX
_____.0%
Moderately Aggressive
_____.0%
Fidelity Advisor Intl Cap App Z - FIDZX
_____.0%
Aggressive
_____.0%
Fidelity Advisor Intl Small Cap I - FIXIX
_____.0%
Fidelity 500 Idx Institutional Prem - FXAIX
_____.0%
Columbia Mid Cap Index Inst - NMPAX
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.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
Vanguard Target Retirement 2035 - VTTHX
Vanguard Target Retirement 2040 - VFORX
Vanguard Target Retirement 2045 - VTIVX
Vanguard Target Retirement 2050 - VFIFX
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
Invesco Oppenheimer Intl SmMd R6 - OSCIX
PGIM High Yield - PHYQX
Wells Fargo Stable Value Fund M - QWNYQ
American Funds Bond R6 - RBFGX
American Fds New Perspective R6 - RNPGX
Vanguard Equity-Income Adm - VEIRX
Vanguard Growth Index Adm - VIGAX
Vanguard Materials Index Admiral - VMIAX
Vanguard Target Retirement 2055 - VFFVX
_____.0%
Vanguard Fed Money Market Inv - VMFXX
_____.0%
Vanguard Target Retirement 2060 - VTTSX
_____.0%
Vanguard Dvlpd Markets Ind Adm - VTMGX
_____.0%
Vanguard Target Retirement 2065 - VLXVX
_____.0%
Vanguard International Value Inv - VTRIX
_____.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.
