Your quarterly participant statement is a key component of your retirement planning. Without knowing where you are at, it’s hard to measure your progress.

Your retirement plan statement will include:

Your account balance as of quarter-end
Your current contribution rates
Your investment allocation, specific investments, and their respective rate of return (3-mo, YTD, 1-yr, 3-yr, 5-yr, and 10-yr)
Your personal rate of return
Your estimated lump sum and estimated monthly retirement benefit (based on current account balance and projected contributions)
Detail about your fees and expenses
Contact information if you need assistance
…among other information to assist in your planning…

Your E-Statement can be found on your retirement plan website. To access your statement, follow these steps:

  1. Log-into the website: https://retire.htlf.com (if you need password assistance, please call 800.399.2083)
  2. Click on the “E-Statements” tab
  3. Choose your desired quarter-end. Depending on your preferred method of planning, you can print and/or save your statements.