Page 154 - DCAC February 2024 Files
P. 154

Managed account personalization                                                                                                                        As of 12/31/2023




            Members that have a clearer picture of their retirement needs and finances can provide additional information to further personalize their strategy. This overview
            provides insights into the additional information that members have provided.


















































            FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY. ©2024 EMPOWER, LLC. ALL RIGHTS RESERVED.                                776970-01 San Mateo County Deferred Compensation Plan  18
   149   150   151   152   153   154   155   156   157   158   159