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