How to add the Deloitte Pension Plan to Personal Online Advisor

Use this guide to add your Deloitte Pension Plan information to Personal Online Advisor.

1. In the Investments sections, select add account.

Note: You will need your most recent pension statement in order to complete this important step.

First, log on to Personal Online Advisor

Follow these steps to access Personal Online Advisor:

1. Log on to vanguard.com/retirementplans.

2. Click Review my performance.

3. Select Get help planning for retirement.

4. Select the Do It Yourself tab and click Get started.

Then, follow these steps to add the Deloitte Pension Plan

3. Select Other tax-deferred from the Account Type dropdown menu.

4. Enter Deloitte Pension Plan in the Account name box and click Next.

2. Select add an account manually.

6. Click + to enter information about your cash balance account.

7. Delete Other investment 1 and enter Cash Balance Account. Then enter your account balance from your most recent pension statement. Enter 3.8% in the Growth box, and then click Save.

5. Select Other investment from the Add Investments dropdown menu. Then click Add.

8. In the Savings section, click + next to Savings details.

9a. Mouse over edit next to the account you just created . . .

9b. And click Contributions.

Fill in from your pension statement (2.5%–9%)

11. In the Deloitte’s non-matching contributions section, enter the service credits percentage from your pension statement. Then select percent from the dropdown menu and click Save.

Note: This account will not update automatically. Therefore, you should update it whenever you receive your annual statement.

10. Select Deloitte from the Which job contributes to this account? dropdown menu. Then click Next.

DisclaimerIf a discrepancy exists between any part of this message and any benefit to which you are actually entitled under the terms of any of the Deloitte Plans, the official Plan documents (as interpreted by the Plan administrator in its sole discretion) and laws that govern each Plan will be followed in determining your rights and benefits under each Plan. Deloitte reserves the right to amend, modify, suspend, or terminate the Plans, in whole or in part, at any time without prior notice, to the extent allowed by law. This means Deloitte has the right to change Plan terms (including eligibility for benefits) or to discontinue any part or all of the benefits described herein at any time.

Nothing contained in the Plans or this message is to be construed as an express or implied contract of employment for any definite or continuing period of time or for any benefits associated with employment.

As used in this document, “Deloitte” means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

The Vanguard Group has partnered with Financial Engines Advisors LLC to provide subadvisory services to Personal Online Advisor. Financial Engines Advisors LLC is an independent, federally registered investment advisor that does not sell investments or receive commission for the investments it recommends. Advice is provided by Vanguard Advisers, Inc. (VAI), a federally registered investment advisor and an affiliate of The Vanguard Group, Inc. (Vanguard). Eligibility restrictions may apply. Vanguard is owned by the Vanguard funds, which are distributed by Vanguard Marketing Corporation, a registered broker-dealer affiliated with VAI and Vanguard. Neither Vanguard, Financial Engines, nor their respective affiliates guarantee future results.

Financial Engines is a trademark of Financial Engines, Inc.

© 2014 The Vanguard Group, Inc. All rights reserved. Used with permission. BBBBHMPS 042014