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The Savings & Retirement page lists your retirement savings plan
accounts, and any other personal accounts you have with
Fidelity Investments.
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to the right of each account.
Savings & Retirement
Your Portfolio
Yo u r P o r t f o l i o p r o v i d e s a n o v e r v i e w o f y o u r a c c o u n t ( s ) , a l o n g w i t h t o o l s t o m a n a g e y o u r i n v e s t m e n t s .
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N a m e , C a t e g o r i z e , o r H i d e A c c o u n t s R e t i r e m e n t A c c o u n t s T H E TA S AV I N G S P L A N A n n e t t e ’s 4 0 1 k : 8 1 3 4 5 $5 0 , 3 6 8 . 0 0 Select Action To t a l $50,368.00 I n v e s t m e n t Accounts
Check balances.
Select from your retirement savings plan and any personal Fidelity accounts. Click on the Portfolio Investments tab for more details.
The Savings & Retirement Summary page provides an overview of
your current investments, as well as links to help you analyze your
indi-vidual investment options and make changes virtually anytime.
Act.
Tip: Many experts suggest you should review your investment mix
at least once each year—and with any major life change.
Savings & Retirement > Summary
Account: Theta Savings Plan Go
Data as of 2/12/2004
Current Balance $50,368.00
Vested Balance $20,294.00
You have an outstanding loan balance of $2,000.00. This amount is not included in your Current Balance. View existing loan(s)
View your current Contributions
Investments Sources Asset Classes Year-to-Date Change
This view shows the investments that you hold within your plan. To view historical performance, click an investment.
Theta Savings Plan
Messages View Summary Investment Choices and Research Transaction History Online Statement Plan Information and Documents Act Payroll Deductions Change Investments Loans or Withdrawals Electronic Payments
Tools & Learning
Current
Balance (%) Investment 37.21% ABC Asset Manager 22.84% DEF International 13.35% HIJ Intermediate Bond 11.84% KLM Mid-cap Stock
8.68% NOP Dividend Growth 3.77% ORS Large Cap
2.31% TUV Money Market 100.00%
Investments by Asset Class
Shares Balance or Units Stocks
?
Home Savings & Retirement Your Profile
View.
See your statement, plan information, and a history of your account transactions.
Act.
Keep your planning strategy and portfolio in line with your goals and make changes virtually anytime.
Analyze.
Review your account details by Investments, Sources, Asset Classes, and Year-to-Date Change.
The Tools & Learning resources at NetBenefits can help you dig into
a range of personal finance topics. Then you can use handy resources
on the site to make decisions with confidence.
Learn.
Tip: Take advantage of interactive resources to save more
and invest more confi dently.
Calculators
Retirement Calculators Calculators for your finances Withdrawal Calculator Take Home Pay Calculator
Watch these Informative Videos
Excessive Trading Defined, Rules Explained
Two presentations explain excessive trading and new rules to discourage it.
Thursday, January 10, 2007
Savings & Retirement Health & Insurance Your Profile
Savings & Retirement >
U Preparing For Retirement
U Investing for the Future
U Monitoring Your Total
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Retirement Planning Resources
Need help achieving your financial goals? Use our wide range of online planning tools to tailor your own retirement plan, no matter where you are in the process:
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Use online tools.
Interactive tools and calculators can help you work out:• contribution rates • your investment strategy • whether you’re on track to reach
your retirement savings goals
Screenshot is for illustrative purposes only
Experience e-Learning.
At your own pace and convenience, Fidelity e-Learning workshops teach you the fundamentals of saving and investing successfully for your retirement.Home Savings & Retirement Your Profile
Welcome to NetBenefits® for Theta Corporation
Savings & Retirement
Savings Plan (H i d e $) THETA SAVINGS PLAN $50,368.00 Other Plans/Accounts** S h o w o t h e r p l a n s / a c c o u n t s To t a l $ 5 0 , 3 6 8 . 0 0 P l a n n i n g R e s o u rc e s
U Tools & Learning: Access the latest
online workshops, tools, calculators, and educational content.
S a v i n g s & R e t i re m e n t >
Your Profile
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Yo u r P r o f i l e > U U U U U U Don’t miss out on your
employer match.
You are currently deferring 3% to your retirement savings plan. Consider increasing your deferral to 6%, the maximum amount your employer will match.
Get the match now.
View your accounts.
Simply click on the account name to manage that account.The NetBenefi ts Home page shows your retirement savings plan
accounts and offers helpful links to learning tools and timely news.
Tip: It makes sense to check your balances after each payroll
contribution.
Screenshot is for illustrative purposes only
Review your profi le.
Go to Your Profi le to review your personal information, choose online statements, manage the display of any personal Fidelity accounts within NetBenefi ts, and more.Before investing in any mutual fund, please carefully consider the investment objectives,
risks, charges and expenses. For this and other information, call or write Fidelity for a free
prospectus. Read it carefully before you invest.
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