DC Plan
ABC Company Profit Sharing 401(k)
Participant has features of both an active (withdrawals and contributions) and terminated (distributions) participant
Participant is 100% invested in JPMorgan Smart Retirement 2020
All transactions have participant moving to JPMorgan Smart Retirement 2025

NQ DC Plan
ABC Company Deferred Compensation Plan
Participant is currently in an active enrollment period

DB Plan
ABC Company Retirement Plan
Active participant with a monthly benefit
Pension estimate and distribution kit are available

DB Plan
ABC Company Pension Plan
Terminated participant who is currently receiving a benefit
Participant is able to change their address, payment delivery method, and tax withholdings

Retirement Dream Machine and OTTR
Participant is on track to receive $20,840 /year with an income goal of $42,000/year
Clicking the Update Chart button in Dream Machine updates the forecast to $45,542/year
Projected shortfall at age 73 if participant retires at age 65 (assumes no changes are made by participant)

Managed Accounts and Online Advice
On lower right-hand side of the My Accounts page is a link to open the Online Evaluation window
Link appears in demo but links have been disabled
FE integration is coming soon

Education Center/Financial Tools/The Way Forward
All links to articles and calculators are visible but links have been disabled