BPAH is pleased to announce a new report in the Account Inquiry tab of the participant website. The inception to date statement now comes in two formats – one showing results by investment and a second version illustrating results by source (or money type) within the plan. These reports allow you to visualize total activity within your account since it was first placed on the BPAH system. The Inception to Date Statement (by source) report allows you to see the total contributions made to your account from each source (employee pre-tax, Roth, rollover, employer matching, profit sharing, etc) as well as the total earnings that have accumulated in each source since inception. This can be a helpful way to visualize the overall progress being made within your account over time.
In addition, we have made some changes to make the Activity History report easier to use, and extended the date range for this report.
We hope these changes are helpful as you use the participant website.