More Fast Access Screen Info
Page 9

The Fast Access Screen also includes:

Balances in the DC Plan and 403(b) Plan (UC-managed funds only).Plans are listed by plan code. See the tutorial Reference Area document Plan Codes for complete list of codes.

Balances are updated monthly. Only UC amounts are shown, not those invested with Fidelity or Calvert.

Whether the employee has any Fidelity or Calvert funds. If HAS FIDELITY/CALVERT is indicated, press the F9 key to see current month contributions into them.

Old (previously active) accounts with no current balance.

This employee is well diversified with UC-managed and
Fidelity/Calvert funds stashed away for his retirement hibernation.

Below, you can see the Fidelity/Calvert (F9) screen for this employee:

This employee has 403(b) and DC Plan After-tax contributions to Fidelity.

Note that this screen shows only current month contributions. Employees must contact Fidelity or Calvert for their plan balances.