Location: Member Self Service/Estimate My Benefit/Retirement
Use the following steps as a guide to estimate your retirement benefit for a DC plan.
Ensure that the correct plan is selected and under Estimate My Benefit, click to select the Retirement. The system displays the Calculation wizard with the Calculation Type 'Retirement' selected.
If necessary, use the Calendar to change the defaults for Date of Retirement and then click Next to display a Summary.
If the Summary is correct, click Next. The system displays the Calculation Results worksheet.
If necessary, select the Options tab to display the retirement options. In the example shown, the member has only two options. Notice that you can Print either a single page or the whole calculation.
Select the General tab to display member demographic information and other general information about the calculation.
Select the Contributions tab to display member Contributions.
Select the Service tab to display member Service information.
Select the Earnings tab to display member Earnings information.
Select the Summary tab to display the member's Benefit Summary.
Select the Factors tab to display the Factors used to calculate the member's benefit options.
Select the Funds tab to display information about the member's Funds.
To save the calculation, scroll down and click Finish.
The system saves the calculation as Quote and displays the Calculation History browser from which you can open and review the calculation.
For more information, see Member Self Service Process.
Build 1136
