1 / 12

Understanding your retirement account statement

This guide helps you navigate your retirement account statement, covering essential information like fund balances, fees, and performance metrics. The front page provides basic account details, while you can assess your investments' returns and analyze market volatility. Stay informed about your expenses each quarter and learn how to read your statement effectively. Access your statements easily online or opt for hard copies to keep track of your financial health. Keep these points in mind for a clearer understanding of your retirement planning.

jed
Télécharger la présentation

Understanding your retirement account statement

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Understanding your retirement account statement

  2. General account information The front page includes your basic account information.

  3. Fund balances and activity See your fund balances and activity by asset class.

  4. 6 Fees and expenses Understanding your account statement Review your expenses for the quarter.

  5. Performance information Analyze your investments’ returns.

  6. Performance information Learn about market volatility. *Source for index data: Commodity Systems, Inc.

  7. 9 How to read your account statement Understanding your account statement Performance information View your transaction history.

  8. Check your statements online or by hard copy. Performance information www.nationwide.com/myretirement

  9. Points to remember Summary The front page includesbasic account information Expenses and investment returns are provided You can review fund balances and activity by asset class Statements are availableonline or by hard copy

More Related