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Retirement Plan Annual Summary Screen


Developed by: Celero
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Quick Overview

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.

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