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Open Retirement Benefits → History. Activity is grouped by month, and the filters help you find a particular type or year.

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Find a record

  1. Choose Contributions, Fee Deductions, Rate Changes, or Strategy Changes in the type filter, or select All Types.
  2. Choose a year or All Years.
  3. Read the date, description, status, and amount shown for the relevant entry.
If the list is empty after filtering, reset both filters. No activity yet means there are no activity records to show in this view; it does not explain whether an expected contribution is still being processed.

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Inspect the available detail

  • Contribution: expand the row to see available Your Contribution and Employer Contribution fund allocations. The detail can include fund names, shares, prices, amounts, and subtotals.
  • Fee deduction: expand the row to see available units deducted and fund amounts. If an information control is present, select View fee details to open Fee Breakdown, including Total Fee and available component details.
  • Strategy change: expand the row to compare the previous and new strategy and the Before and After percentages.
  • Rate change: read the entry itself; rate-change rows do not expand.
Fee deductions are displayed as amounts in parentheses. Use the breakdown for the recorded fee rather than assuming the same fee or minimum applies to every account or period.

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If something does not look right

For a missing contribution, ask your employer to check the period, payroll information, and processing status. For an unexpected fee or activity record, contact support with the date, record type, and question. Remove sensitive details from any screenshot. If you need an official statement, tax document, or a record that is not available in the view, follow Ask for retirement statements or tax documents. Do not treat the activity list as confirmation that a withdrawal has been approved.