®
www.netbenefits.com
Easy guide to NetBenefits®
Getting started
with NetBenefits
www.netbenefits.com
Explore.
The Savings & Retirement page lists your retirement savings plan
accounts, and any other personal accounts you have with
Fidelity Investments.®
Tip: If you want to take a specific action, use the drop-down menu
to the right of each account.
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Savings & Retirement
Your Profile
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
your investments.
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Accounts
Accounts
Portfolio
P o r t f o l i o Investments
Investments
Portfolio
Portfolio Research
Portfolio
Analysis
Portfolio Analysis
Name, Categorize, or Hide Accounts
Retirement Accounts
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
$50,368.00
Select Action
•
To t a l
$50,368.00
I n v e s t m e n t Accounts
Make informe
with these lear
•
•
Screen shot is for illustrative purposes only
Check balances.
Select from your retirement savings plan and any personal Fidelity
accounts. Click on the Portfolio Investments tab for more details.
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Begin.
The NetBenefits 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.
Home
Savings & Retirement
Your Profile
Welcome to NetBenefits® for Theta Corporation
Savings & Retirement
Savings Plan
Don’t miss out on your
employer match.
(Hide $)
THETA SAVINGS
PLAN
You are currently deferring 3% to your
retirement savings plan. Conside
increasing your deferral to 6%, th
maximum amount your emplo
match.
$50,368.00
Other Plans/Accounts**
Show other plans/accounts
To t a l
$$50,368.00
P l a n n i n g R e s o u rc e s
Your Profile
• Tools & Learning: Access the latest
online workshops, tools, calculators,
and educational content.
>
Get the match now.
Manage your personal informati
S a v i n g s & R e t i re m e n t
•
View/Update E-Mail add
>
Yo u r P r o f i l e
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View your accounts.
Review your profile.
Simply click on the account name to
manage that account.
Go to Your Profile to review your personal
information, choose online statements,
manage the display of any personal Fidelity
accounts within NetBenefits, and more.
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Act.
The Savings & Retirement Summary page provides an overview of
your current investments, as well as links to help you analyze your individual investment options and make changes virtually anytime.
Tip: Many experts suggest you should review your investment mix
at least once each year—and with any major life change.
Home
Your Profile
Savings & Retirement
Savings & Retirement
>
Summary ?
Theta Savings Plan
Messages
Account:
Theta Savings Plan
Go
Data as of 2/12/2004
View
Summary
Investment Choices
and Research
Transaction History
Current Balance
Vested Balance
$50,368.00
$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
Online Statement
Plan Information and
Documents
Act
Investments
Asset Classes
Sources
Year-to-Date
This view shows the investments that you hold within your plan.
performance, click an investment.
Payroll Deductions
Current
Balance (%)
Change Investments
Loans or Withdrawals
Electronic Payments
Tools & Learning
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
Balance
Shares
or Units
Stocks
Screen shot is for illustrative purposes only
Act.
Keep your planning strategy and portfolio in line with your goals
and make changes virtually anytime.
View.
Analyze.
See your statement, plan information, and
a history of your account transactions.
Review your account details by Investments, Sources,
Asset Classes, and Year-to-Date Change.
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Learn.
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.
Tip: Take advantage of interactive resources to save more
and invest more confidently.
Savings & Retirement
Health & Insurance
Your Profile
Thursday
ement >
TOOLS & LEARNING
Retirement Planning Resources
rement
the Future
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:
• Estimate your financial needs in retirement
• Determine and track your investment strategy
• See how changes in your plan can affect your
savings
otal
ement Checkup
Create Your Retirement Plan Now
ur Strategy
Calculators
> Retirement Calculators
> Calculators for your finances
> Withdrawal Calculator
> Take Home Pay Calculator
s
Watch these Informative Videos
> Excessive Trading Defined, Rules Explained
Two presentations explain excessive trading and new rules to discourage it
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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
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.
NetBenefits –
So simple to get into.
®
Visit NetBenefits as often as you like, to:
• Review your progress
• Assess your saving and investing strategy
• Learn something new about managing your money
Make it a habit to visit often.
Generally, you should review your plan
regularly—at least once each pay cycle
or whenever you’re anticipating a major
life experience that could affect your
finances.
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.
© 2007 FMR Corp. All rights reserved.
Fidelity Investments Institutional Services Company, Inc., 82 Devonshire Street, Boston, MA 02109
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