Navigation:  Deposit Screens > Retirement Screen Group > Retirement Plan Screen > Totals tab > Year-to-Date / Life-to-Date field group

This field group contains year- and life-to-date information about the retirement plan. These fields are not file maintainable and are updated by the system.

 

 

The left fields display the total Year-to-Date amounts for Interest posting and Federal/State Withholdings on all customer accounts included in the retirement plan during the current calendar year. Any penalty interest that has been charged to the plan is not included in this amount.

 

The right fields display the total Life-to-Date amounts for Distributions by and Contributions to the retirement plan.