Quarterly Statements
Defined Contribution Plan participants receive statements of
their accounts on a quarterly basis by the end of the month
following each quarter. The statements contain valuable information
such as:
- Current allocation of deposits
- Account balance as of end of quarter
- Vested balance as of end of quarter
- Account activity during the quarter – payroll deposits
- Gains and losses during the quarter
Click here for a sample PDF
form on how to read your statement.