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Why do I have unassigned savings?
If your allocation rules don't cover your whole savings pool, the rest becomes unassigned savings: kept as cash, earning the cash rate, and shown as its own line. This often happens when a loan ends or your pay rises and your rules are fixed dollar amounts.
To fix it, open My plan, Accounts and raise a percent-of-pool rule or add an account. If you hold the cash on purpose, that's fine too.
Related
- About the Monte Carlo simulation
- How each number is calculated
- IRS limits in the plan
- My budget is bigger than my take-home pay
- Reading the plan ribbon
Didn't solve it? Contact support.