Mail your completed form to Vista k plan at P. Box , Tallahassee, Florida or Fax to You can change your investments by logging into your account, which may be accessed by clicking the Login box above or by submitting a paper form. Either method allows you to:.
You will receive personal account statements on a quarterly basis. You may also create a statement for a specified time period when logged into your account. You can also obtain daily information from our Retirement Services Team or through the Voice Response System at This changes regularly based on IRS guidelines. Tax Savings Each contribution defers your federal income taxes. Additionally, no taxes are paid on any earnings in the plan until they are withdrawn.
Your contributions are, however, subject to Social Security taxes. You may use the Retirement Income Calculator in our Learning Center to perform an investment analysis. Changes can be done at any time. Your request will be processed within five 5 business days. Government Bond Fund — High current income by investing primarily in U. Invests in a broad range of government bond sectors, including Treasuries, government agencies and mortgages.
For example, the U. High-quality bonds generally are less correlated to stock market movements than lower quality securities. TIPS Index. The fund invests primarily in common stocks of issuers in Europe and the Pacific Basin that the investment adviser believes have the potential for growth. Growth stocks are stocks that the investment adviser believes have the potential for above-average capital appreciation. Target Date Retirement Series — Depending on the proximity to its target date the fund will seek to achieve the following objectives to varying degrees: growth, income and conservation of capital.
The fund will increasingly emphasize income and conservation of capital by investing a greater portion of its assets in bond, equity-income and balanced funds as it approaches and passes its target date. In this way, the fund seeks to balance total return and stability over time.
Equity Income Fund — The Fund seeks current income through regular payment of dividends with the secondary goal of capital appreciation. International Index Fund — Seeks to provide investment results that correspond to the total return of foreign stock markets. Fidelity Growth Strategies — Seeks capital appreciation.
Normally investing primarily in common stocks. Focusing investments in medium-sized companies, but may also invest substantially in larger or smaller companies. Fidelity Advisor Total Bond — Seeks high level of current income. Universal Bond. Small Cap Stock Fund — The fund seeks to provide long-term capital growth by investing in stocks of small companies. Blue Chip Growth Fund — The fund seeks long-term growth of capital by investing primarily in common stocks of well-established large and medium-sized companies.
Income is a secondary objective. Today our company is a fully integrated firm, offering a multitude of services including:. We service hundreds of clients with thousands of employees throughout the West Coast through our offices in Orinda, Reno and Fresno. Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides superior access to best practices, resources and continuity planning for its partner firms who service individuals, families, employers and institutions with wealth management, benefit and investment consulting services.
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Small Cap Stock — The fund seeks to provide long-term capital growth by investing in stocks of small companies. Download Fund Fact Sheet. Vanguard Group. Institutional Index — Seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. Mid-Cap Index — Seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks.
The fund employs an indexing investment approach designed to track the performance of the Spliced Mid Cap Index, a broadly diversified index of stocks of medium-size companies. Small-Cap Index — Seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks.
Wellesley Income — Seeks to provide long-term growth of income and a high and sustainable level of current income, along with moderate long-term capital appreciation. Treasury, and government agency bonds, as well as mortgage-backed securities.
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