Account Summary Information

The Account Summary screen allows you to view general information about your retirement account. In the upper part of the screen, information about your current plan membership and employment status is displayed. In the center of the screen, information about your service credit is shown. In the lower portion of the screen, your retirement account is broken down into the various elements that make up your account total.

To access your summary information, select the Account Summary option from the menu on the left pane of the window. The Account Summary screen appears.

The Summary Information section contains the details of your membership in the retirement plan:

• Current Plan - Retirement plan of which you are a member.
• Current Employer(s) - Name of the employer for whom you currently work.
• Current Status indicates - Your membership status in the retirement plan. A status of "active" indicates that contributions are currently being added to your account on your behalf, either by you or your employer.
• Date of Birth - This is followed by your current age.
• Adjusted Employment Date - Date that you began employment under the retirement plan.
• Adjusted Entry Date - Date that you became a member in the retirement plan.
• Contribution Basis Date - This can be used to determine your required contribution amounts.

The My Service section contains information about your service credit, or the amount of time that you have worked toward retirement. Service credit, along with your final average salary, is used to calculate your retirement benefits.

• Employment Service - Amount of time, in years, that is used to calculate your eligibility for benefits.
• Benefit Service - Amount of time, in years, that is used to calculate your retirement benefit amount.

The My Contributions section displays your retirement account balances. The amount in the lower right corner represents your retirement account total.

• Taxable contributions - Contributions made prior to the calculation of federal income tax. Because no federal income tax has been paid on these contributions, taxes may be assessed on this money when paid out.
• Non-Taxable contributions - Contributions made after the calculation of federal income tax. Because taxes have already been paid on these contributions, these funds are usually not subject to federal income tax when paid out.
• Interest Earned - Total interest earned on all taxable and non-taxable contributions.
• Total Balance - Total amount of your contributions (taxable and non-taxable) and your earned interest.
• Paid Out - Amount of your contributions that you have already received.
• Current Balance - Your remaining balance (total balance minus any amount already paid out).

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