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We believe everyone deserves access to fiduciary advice

We offer participants a variety of ways to access the fiduciary advice they want and need.

Advisor Managed Accounts1


Advisor Managed Accounts allows you to provide:

  • Comprehensive retirement strategies.
  • An integrated, event-driven communications experience.
  • Increased scale with individual access to investment adviser representatives.
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The Advisor Managed Accounts process

Advisor Managed Accounts allows advisors from pre-approved firms to provide their own managed account services directly to their Empower Retirement clients. Leveraging Empower’s advisory services experience and infrastructure, advisor firms serve as the registered investment adviser for the service, control the investment approach as well as pricing and branding, and allow each advisor to offer their investment and wealth management expertise. 

Advisor Managed Accounts

Empower Retirement provides:

  • An integrated participant experience.
  • A personalized retirement strategy.
  • Plan administration advisor, sponsor and employee support.
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The advisor firm provides: 

  • Custom investment philosophy.
  • Support with fiduciary responsibility.
  • Employee planning and education.
  • Plan design and guidance.

There is no guarantee provided by any party that participation in any of the advisory services will result in a profit.

Advisor Managed Accounts at a glance2

11

partner firms

$1.6B

in assets under management

250K+

plan participants

Ken Munro portrait - Empower Retirement National sales director

“We believe the most successful retirement plans are designed to deliver access to comprehensive, professional advice and advisors are crucial in the retirement-planning process.”

Ken Munro
National Sales Director, Empower Retirement
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Advisor Managed Accounts

Leverage Empower’s advisory services experience and infrastructure to provide your own managed account services directly to employees.

Read more

To learn more, please contact your sales representative at 877-630-4015

1 The advisory services are offered by the named registered investment adviser as defined by the advisory services agreement. Subadvisory services are provided by Advised Assets Group, LLC, an unaffiliated registered investment adviser. The named registered investment adviser may pay some or the entire participant advisory services fees to AAG.

2 As of June 30, 2021. Empower recordkeeping data.

FOR FINANCIAL PROFESSIONAL USE ONLY.

RO181385-1021

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, when presented, are 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. 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.

Investing involves risk, including possible loss of principal.

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 managed account service is part of the Empower Retirement Advisory Services suite of services offered by Advised Assets Group, LLC, a registered investment adviser.

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. ©2021 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.