Account Accumulation

The Account Accumulation screen displays the accumulation of retirement accounts prior to retirement in both a chart and in a grid. Account balances for defined benefit plans that have cash balance options are typically not included.

The Account Accumulation screen displays the values of the account until the account owner's retirement.

Notes:Account Accumulation page only displays the values until retirement. Account values during retirement are displayed in the Retirement Years calculation page.
Cash accounts included with defined benefit plans are typically not included in the chart or grid.