New year, new retirement statements for members

>>Video overview

Starting in January 2018, retirement plan participants will notice several enhancements to their account statement. This friendlier, easy-to-read design is based on feedback from you, our members.

New statement features

  • Color investment graphs, larger titles for individual accounts, and cleaner layout.
  • Snapshot of account value, activity, and rate of return for the current period and year to date.
  • Detailed account holdings and account activity by investment and contribution source.
  • Account beneficiary information, if applicable.
  • Model portfolio details, if applicable.
  • Automatically generated paper statements for any undeliverable or “bounce back” electronic statements.
  • If you qualify for required minimum distributions, then the projected, paid to date, and outstanding amounts will be displayed on the statement.

Paper and online statements will also be prepared and made available earlier in the month after quarter’s end.

A “How to Read Your New Statement” guide will be delivered with electronic statements and included with print statements. If you have any questions about the upcoming statements, give us a call at 1-800-279-4030 or send us an e-mail at retirement@weabenefits.com.

P.S. Later in 2018, look for more enhancements to the yourMONEY account portal, including more flexibility on the dashboard landing page, easier navigation, increased security, and other improvements.

View a quick five-minute video overview of your new statements.

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