On-Demand Statements are a helpful tool if you are trying to get a snapshot of your account balance & details across a certain time period, not covered by the quarterly statements.
Quarterly statements are automatically generated for all participants and posted shortly to your online account after a quarter ends (January 1st, April 1st, July 1st, October 1st).
Generating a custom statement
- Login to your participant account at erisa.net/participant.
- Navigate to View then Performance & Statements.
- Click Statement on Demand.
- Select the desired date range.
- Click Generate.
You can export this raw data in either a pdf or spreadsheet format to review the details.
