Chart
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| Note: | Accounts that have accumulation but are not available to the client to control the distribution do not display in the chart, but the accumulation values will be available in the "Grid" tab. A few examples of this include: |
•Kansas KPERS Tier 3 (the account has accumulation of the account balance but the distribution), and
•Oregon PERS General Employees plans may do this, depending on the selection for Account Distribution. If Full Annuity is selected, then only the IAP account will be included in the chart,; if Lump Sum (Employee) account is selected, then the Regular account will also be included; and if Total Lump Sum (Employee and Employer) is selected, then the Variable account will also be included.
| For more details about a specific pension plan, please review the plan documents available from the respective party. |