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Company owners and admins can open Retirement Benefits → Investments in employer view. The dashboard’s View investments link opens the same area.

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Choose a view

  • Fund Holdings: review the funds and amounts represented in the company’s retirement investments.
  • Member Portfolios: inspect the member information and portfolios available to you.
  • Vesting by Member: when shown, review the member-level employer-money vesting information.
  • Performance Analysis: review the performance figures and time period shown on the page.
Check the currency, date, period, and labels before comparing figures. A contribution amount, current investment value, and vested amount answer different questions.

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Understand empty or unavailable data

The retirement dashboard shows No investments yet before it has invested contribution data to display. Check contribution status rather than assuming a missing investment means a payment failed. The vesting view is conditional on the plan and available information. A missing vesting tab is not evidence that every contribution is immediately vested.

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Follow up on a discrepancy

Record which view, date range, fund or member, and amount needs checking. Compare it with the relevant contribution and plan record, then contact support. These employer views help you inspect company retirement information. They do not promise an investment return, confirm a withdrawal, or replace the member’s own investment choices.