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Because you asked: Statement changes coming

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Griffin Kalepp

You asked for changes on your retirement statement, so we’re delivering!

Later this year, expect to see enhancements to your statement that include a consolidated account summary, as well as more detailed allocation, investment, contribution, and expense information. Your chosen beneficiaries will be listed and our contact information will be right up front if you need more assistance. Watch for more details.

Griffin Kalepp, Retirement and Investment Services Specialist