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.
Overview
The Retirement Plan Annual Summary 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.

App Information
- Version
- 1.0.1.0 - Published May 2017
Support
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DNAapp Type: Screen
Developed with DNAcreator™
DNAX File Name: RetirementInquiryAddlInfoDNAapp.dnax
Requirements
- DNA® version 4.0 and above
- dnaCDNRetirements application from Fiserv (part of MCE), version 4.0 or above
- Employees must have permissions set up for the following Authorizaion Items to access the Retirement Plan Annual Summary:
- RIAI – Retirement Inquiry Additional Information