Member Annual Account Statements/Member Summary in Account Portal

I would like to echo previous blog posts from other systems asking for copies of your annual account statements and/or snapshots of member overviews from your online account portals.

SURS is looking to revamp its member portal homepage and annual statements to better present our members with information they need and the information that will most help them prepare for retirement.  

Some information we are interested in is whether other systems show total contributions and interest, refund amounts and estimate amounts. We are also very interested in the way the information is visually presented.

Anything you can provide is greatly appreciated!


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Note: NPEA respectfully requests respondents share as much as they can via the blog so everyone can learn from those experiences. If an issue is overly technical, we would greatly appreciate respondents who are willing to be contacted include their contact information within their blog post. Thank you!

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