Your plan prepares account statements on a quarterly basis. You can find a copy of your most recent quarterly account statement from your online account.
- Once you are on your dashboard screen, navigate to the “Documents & Reports” tab, then select “Reports”, then hit the arrow to expand the section called “Report Group: Participant Statements”.
- There you will see all available account statements, with the date range of the specific statement listed as well.
If you do not see the statement from the most recent quarter end, your plan administrator is still preparing the plan’s statements and you will receive an email notification when it is available.
If you would like a custom account statement with a custom date range:
- Navigate to the “Documents & Reports” tab, then select “Reports”.
- Click the drop down box for Select report and choose statement.
- Choose the applicable plan year, enter the start date, end date, and then click on Get Results.
- A pop up box should appear as the statement is being printed.
- Once done there will be a link in the pop up that says “Open Report”. Click on that to get the PDF of your statement.