The options available in this task may vary from company to company. Not all companies have 401(k); some may have 403(b), etc.
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You want to see how much you and your company have contributed to your 401(k)/403(b) plan this year. By clicking on the 401(k)/403(b) area, you will be able to see your current contribution balances for the calendar year, as well as view past year contribution amounts. |
To view your 401(k)/403(b) information:
1. On the Menu, click Benefits > 401(k) ElectionsBenefits > 401(k) Elections (403(b) Elections).
The 401(k) Plan Status401(k) Plan Status (403(b) Plan Status) page displays, showing current elections, year-to-date contributions, and any active loans.
Employees eligible for participation in the retirement plan deferrals are able to set different deferral elections for regular vouchers (typically regularly-scheduled payrolls) and special payouts that are separated to a "supplemental" pay voucher (such as a bonus).
Note: Depending on your company's retirement plan offering, the sections/fields may vary slightly than the 401(k) Plan Status page image shown above. If the Special Payroll Runs OnlySpecial Payroll Runs Only section is made available by your employer, this provides users the option to designate a third/separate set of deferral elections that are to be solely used for specialized payrolls (such as profit sharing or an annual bonus payout).
2. To view information for a different year, click the YearYear drop-down box and select a year.
The 401(k) Plan Status page updates with the new year information.
3. To view 401(k) earnings details, click the DetailsDetails button.
The DetailsDetails page displays where you will find information such as Pay Types Eligible for 401(k) Deferral, Eligible Earnings, Contributions, and Employer Match.
4. If you presently have a retirement account loan that is being repaid via a recurring payroll deduction, the Active Retirement Plan Loans section displays the applicable loan information that has been made available by your employer. This provides a convenient way to view and track your progress towards the repayment of the loan(s) associated with your retirement savings account.