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Retirement Plan Annual Summary Screen

The Retirement Inquiry Additional Information Screen DNAapp creates a new screen in DNA® that allows users to view historical data on Retirement Accounts, such as Balances, Contributions and Distributions for prior years. The app can display up to 7 years’ worth of historical data from the current date, and all balances will be as of December 31 in the selected years.

About This DNAapp

This is a Fiserv DNA application available through the AppMarket. Prometheus Financial Solutions provides implementation, customization, and support services for this and other DNAApps.

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