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401(k) Statements May Surprise Investors in July

Morningstar, Inc.

July 13, 2022
Recorded Online
Webinar

Sinking stock and bond markets have taken a toll on the account balances of 401(k) plan participants this year. As participants review their accounts midyear, they’ll also find a new feature on their account statements: an illustration of the estimated monthly income they’ll receive in retirement based on the current account balance. 

In this video, Christine Benz discusses:

  • How to evaluate your 401(k)’s performance in 2022
  • What the lifetime allocation illustration is on your 401(k) statement

More Information, How to Register

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