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.
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 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
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
15
partner firms
$17B
in assets under contract
300K+
plan participants
“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.”
Advisor Managed Accounts
Leverage Empower’s advisory services experience and infrastructure to provide your own managed account services directly to employees.
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 March 31, 2022. Empower recordkeeping data.
FOR FINANCIAL PROFESSIONAL USE ONLY.
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