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Participant Details
JOHN SMITH: 123-45-6789Details
Termination Date | 01/01/2012 |
Location Code | 565011 - Location Name ABC |
Phone Number | (860) 123-4567 |
[email protected] | |
Eligibility Date | 01/01/YYYY |
Hardship Suspension Date | N/A |
Years of Service | 10 |
Marital Status | Married |
HCE | N |
168 Flag | N |
QDRO | N |
Payment Frequency | Semi-Monthly |
Investment Elections
Investment Name | Percent |
---|---|
Fixed Account | 25% |
Solution 2035 Portfolio | 25% |
Solution 2045 Portfolio | 15% |
American Funds Washington Mutual Investors | 15% |
PIMCO Total Port - Initial Class | 20% |
Beneficiary Information
Type | Name | SSN | Date of Birth | Relationship | Percentage |
---|---|---|---|---|---|
Primary | Jill Smith | xxx-xx-1234 | 01/01/1962 | Spouse | 100% |
Contingent | Frank Smith | xxx-xx-1234 | 01/01/1992 | Child | 100% |