Information about your annual statement
Information about your annual statement
Your Annual Statement gives you an update on your progress toward meeting your retirement income goal.

Here’s what’s in it:
  • Your Account at a Glance shows your account summary for 2014 and since inception.
  • In this section, Your Past Performance shows your long-term investment results for the past one-, three-, five-, and 10-year periods (if applicable).
  • Monthly Income Comparison illustrates, through graphs, how deferral amounts or withdrawal choice can impact your potential monthly retirement benefit.
  • Allocation Comparison contains sample investment allocation charts to help identify what type of investor you are and help guide you to an appropriate allocation. The Your Account chart breaks down your investment allocation by asset class.
  • Beneficiaries lists your most current beneficiary designations on file.
Make sure to review your Annual Statement and consider whether there are actions you should take, such as increasing your deferrals, rebalancing your investments, or updating your beneficiaries or your contact information.