Page 61 - DCAC February 2025 Files

Managed account personalization As of 12/31/2024

Additive dimensions driving personalized strategies

Members actively engaged in
Information is automatically provided from our existing personalizing their strategy

Where we retirement plan recordkeeping data. This information is

start passively provided and does not require member

engagement.

What we Members can engage through the dashboard or a

ask representative to confirm information provided through the
plan or they can provide custom values accordingly.

What we Members can actively engage by providing more information

are told thus further personalizing their strategy.

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