Financial wellness - Participant experience

A holistic savings experience

Empower’s enhanced savings experience is comprehensive, highly personalized and action-driven to help people get real results. Each user has a unique web experience based on their savings progress and the information they provide on outside assets, liabilities, spending and more.

A three-dimensional approach

Current savings progress

Future estimated monthly retirement income

360° view of outside assets, spending and debt

Sophisticated technology supported by human advice

Participant experience dashboard laptop screenshot

Lifetime income assessment tool (LIAT)

The first thing an individual sees — along with their balances — is a personalized monthly income forecast called their Lifetime Income Score℠.

Aggregator tool nav

An individual may link other accounts and sources that will help us provide a comprehensive financial picture, including overall net worth.

Budgeting widget

New personalized financial wellness tools are available based on the participant’s linked outside accounts.

Spanish translation

One-click Spanish translation can be saved for ongoing web sessions and quarterly statements.

"I want to" widget

Easy access is provided to the most popular transactions.

Insights widget

A sophisticated communication engine delivers a personalized message encouraging individuals toward positive outcomes.

blue app billboard background with mobile device dashboard screenshots

Empower app available on iOS^® and Android™ devices

The App Store^® from Apple^® current ratings as of July 2021.

Tour a personalized financial picture:

iPhone, iPad, Apple, Apple Watch and App Store are trademarks of Apple Inc. Android, Google Play and the Google Play logo are trademarks of Google LLC.

FOR FINANCIAL PROFESSIONAL USE ONLY.

RO1836795-0921

Carefully consider the investment option’s objectives, risks, fees and expenses. Contact Empower 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 Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser, Empower Advisory 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 issues by or offered through Empower Annuity Insurance Company of America, Corporate Headquarters: Greenwood Village, CO; or in New York, by Empower Life & Annuity Insurance Company of New York, Home Office: New York, NY.

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

The Empower Institute is a research group within Empower.

“EMPOWER” and all associated logos, and product names are trademarks of Empower Annuity Insurance Company of America.

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

A focus on financial wellness