This new report in the Account Inquiry tab of the participant website allows the participant to see the total deposits that have been made to their account on a year-to-date basis, broken down for the various money sources within the plan (employee pre-tax, Roth, rollover, company matching, profit sharing, etc) . The report includes the total amount contributed year-to-date for each source, as well as the amount of the last deposit for each source and the date it traded into the account. This information can be useful as part of your overall retirement planning efforts.
Year To Date Personalized Rate of Return
This new report in the Account Inquiry tab of the participant website allows the participant to visualize the year-to-date performance of their account, updated through the present day. While the personalized rate of return calculation included in quarterly statements is more precise (and there are several basis caveats to this report), the report makes it easy to assess your year-to-date investment results as part of an overall asset allocation strategy.