Page 151 - DCAC February 2024 Files

Managed account personalization As of 12/31/2023

How personalized strategies work

What we Highly personalized strategies are created for members even when they don’t Members actively engaged in
directly provide personal information. This is made possible by leveraging the
know information below which is either sourced from the retirement plans that we personalizing their strategy

The power of recordkeep or is plan-provided.
available • Account balance • Date of birth • Salary • Pension
information
• Contributions • Location • Other accounts

What we The calculations and inputs below are sourced from the available information
use outlined above. Members can confirm that they want to keep the defaults or
they can provide custom values to use.
The factors and
inputs of • Retirement age • Retirement need • Pension
personalization • Income • Other accounts • Social Security

What Members can also provide the below information to further refine their

members personalized strategy.
can also • Risk constraints • Expenses • Spousal income
tell us • Life expectancy

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