We offer industry-leading solutions for consolidating assets and protecting the tax-deferred status of employee funds for those who join or leave your company
Retirement Solutions Group
Whether you have a new employee or one leaving your organization, we have a suite of offerings, including best-interest advice, that can help them find the best approach for their particular situation.
Our Retirement Solutions Group consists of licensed, experienced financial professionals who can assist each participant.
Our licensed, experienced financial professionals help with:
Consolidation of outside retirement assets into their Empower Retirement plan to potentially simplify their overall savings strategy and provide a more accurate retirement income projection.
Recommendations on topics like saving and financial wellness, investing, roll-ins and distributions.
Options for when they leave employment based on their unique needs, preferences and specific circumstances.
As with any financial decision, employees are encouraged to discuss moving money between accounts, including rollovers, with a financial advisor and to consider costs, risks, investment options and limitations prior to investing.
Professional consultation and guidance
of Empower participants felt more confident about their retirement after speaking with our Retirement Solutions Group.1of Empower participants felt more confident about their retirement after speaking with our Retirement Solutions Group.1
felt they gained more knowledge after speaking with our Retirement Solutions Group.1 Empower Retirement IVR phone survey as of May 1, 2018.1 Empower Retirement IVR phone survey as of May 1, 2018.1
1 Empower Retirement IVR phone survey as of May 1, 2018.