|Lesson 1:||Fast Access|
|Pages:||1 2 3 4 5 6 7 8 9 10|
|Case Studies:||11 12 13 14|
More Fast Access Screen Info
The Fast Access Screen also includes:
Balances in the DC Plan and 403(b) Plan (UC-managed funds
are listed by plan
code. See the tutorial Reference Area document Plan
Codes for complete list of codes.
Below, you can see the Fidelity/Calvert (F9) screen for this employee:
Note that this screen shows only current month contributions. Employees must contact Fidelity or Calvert for their plan balances.