Page 136 - DCAC Feb 2026 Files

Managed account personalization As of 12/31/2025

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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