financial advisor

 

Advisors

A partnership built on innovation, service and flexibility

At Empower, we help more than 26,000 independent advisors support over 40,000 plans nationwide.1

Our commitment to you is to deliver:

Innovation throughout the experience you have with us.

Service excellence at every touchpoint.

Flexible solutions to help you meet your clients’ needs.

Our Partnership Features

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Scale

Over 9 million participants allows for continuous innovation and investment.1

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Stability

80 years of experience makes us a credible, long-term partner.

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Choice

Solutions for corporate, not-for-profit and governmental plans lets you offer best-in-class solutions across your entire client base.

Advisor

Innovations to Help You

Our PartnerLink® interface provides one touch point to see all information across plan types and sizes. There’s no need to utilize data aggregation services to see the whole story. Additionally, you’ll be able to provide your clients with a Lifetime Income Score which measures income replacement in retirement. This also helps you have a more meaningful conversation with plan sponsors and participants.

Innovations to Help Your Clients

Our one-click enrollment process makes it quick and easy for people to start saving, minimizing the time you may otherwise spend helping them enroll. Once enrolled, our industry-recognized participant website experience is proven to drive results.

 

45%

of participants who use our experience change their deferral rate2

43%

average savings rate increase2

Ranked No. 1

Our notable first-place service rankings in PLANADVISER’S 2018 Retirement Plan Adviser Survey3 offer clear evidence of the value we provide:

#1

Value for price
(seven years in a row)

#1

Fee structure for advisers
(four years in a row)

#1

Fee structure for plan sponsors

#1

Plan sponsor client service

#1

Overall service small plans

#1

Overall service micro plans

Service Excellence to Create a Complementary Relationship

From our implementation team to client service managers, from our participant services team to relationship managers, we use regularly measured client satisfaction scores to evaluate our performance. Our services complement your valuable expertise.

As an example, our suite of advisory services4 supplements the professional advice you provide so you can focus on delivering value where it’s needed most. You get to decide which plans and participants you want to work with; we’ll assist the others with our suite of advisory services.

Flexibility to Enhance Your Value

We are one of the only retirement services providers with a propriety recordkeeping platform. Some of the largest financial services companies in the industry use our platform — through Empower Institutional.

Our proprietary technology lets you operate on a single platform through which every enhancement made is a benefit for all. Regardless of their size, you receive ongoing value for each of your plans through the continuous enhancements and investments we make to our platform.

You don’t need to manage each set of plans with a different vendor separately. Our overarching recordkeeping technology allows you to maintain one system, one service person and one direct feed of data for your entire block of business.

In addition, we use one database and a single platform across all markets, giving us the flexibility to tailor messages and actions specifically to plan or individual needs. As an added benefit, your plan and participant information is secure in one place.

A Partnership Built on Winning — Together

At Empower, we firmly believe in the important role you play, and we support all your efforts to help you grow your business. We never stop innovating. We know where the industry is today and where it’s going. We know what you, an advisor, need to do to take advantage of it.

We continuously look further ahead and invest in our technology to maximize the benefits we provide you and your clients over the long term.

1 As of June 30, 2019. Information refers to all retirement businesses of Great-West Life & Annuity Insurance Company and its subsidiaries and affiliates, including Great-West Life & Annuity Insurance Company of New York, marketed under the Empower Retirement brand.

2 Based on participant website usage data for the period January 1, 2018, through December 31, 2018. Users are defined as participants who logged on to the website and moved the deferral rate slider at least once.

3 2018 PLANADVISER Retirement Plan Advisor Survey.

4 Advisory services are offered by Advised Assets Group, LLC (AAG), a federally registered investment adviser and wholly owned subsidiary of Great-West Life & Annuity Insurance Company. More information about AAG can be found at www.adviserinfo.sec.gov.

Carefully consider the investment option’s objectives, risks, fees and expenses. Contact Empower Retirement for a prospectus, summary prospectus for SEC registered products or disclosure document for unregistered products, if available, containing this information. Read each carefully before investing.

Securities offered and/or distributed by GWFS Equities, Inc., Member FINRA/SIPC. GWFS is an affiliate of Empower Retirement, LLC; Great-West Funds, Inc.; and registered investment adviser, Advised Assets Group, LLC. Investing involves risk, including possible loss of principal. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice.

IMPORTANT: The projections, or other information generated on the website by the investment analysis tool regarding the likelihood of various investment outcomes, are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. The results may vary with each use and over time.

Insurance products are issued by or offered through Great-West Life & Annuity Insurance Company, Corporate Headquarters: Greenwood Village, CO; or in New York, by Great-West Life & Annuity Insurance Company of New York, Home Office: New York, NY. Guarantees are subject to the terms and conditions of the contract and the claims-paying ability of the insurer.

The Empower Institute is a research group within Empower Retirement, LLC.

All features may not currently be available and are subject to change without notice. ©2020 Empower Retirement, LLC. All rights reserved.

Unless otherwise noted: Not a Deposit | Not FDIC Insured | Not Bank Guaranteed | Funds May Lose Value | Not Insured by Any Federal Government Agency.