Holding Benchmark Dialog Box

To select a benchmark for the holdings in your Defined Contribution plan, do the following:

1. In the Benchmark column, click the magnifying glass icon next to the name of the benchmark you want to change.

2. The Select Benchmark dialog box appears. Find the benchmark you want to use, then click OK.

3. You are returned to the Holding Benchmark screen. When you have the desired benchmarks, click OK. You are taken to the Holdings Summary.