TPA Toolkit

PartnerLINK

Our financial professional portal helps you save time and make smarter decisions by allowing you to:

• Access client management tools
• Visualize data trends
• Upload documents
• Perform plan benchmarking
• Tutorials on PSC/self-service

Larkspur Executive prospecting tool

Use our web-based tool designed to help you refine your prospecting efforts and tailor your approach. You can find prospects using key indicators to focus on plans of a certain location, size or those that have a particular “red” flag.

Featured resources

The Empower TPA partnership

See how we can help you streamline your efforts, scale your overall business model and promote the value you bring to advisors and plan sponsors every day.

The proof is in the numbers

Empower’s research demonstrates to advisors that plans with a TPA are healthier, have higher participation and have higher contributions.

Make operational responsibilities easy

Empower MORE is a suite of services offered in partnership with your TPA that’s designed to help you manage your administrative and fiduciary responsibilities while helping you deliver a valuable retirement benefit to your employees.

New participant experience

See how Empower is delivering an innovative experience that helps savers see their whole financial picture anywhere and anytime — on any device.

Financial wellness

We can help you provide financial wellness programs and suggest solutions to all your clients with a variety of options that meet the needs of the individuals in your plan.

Be in the know

Learn Empower's processes

These short videos will help you manage your retirement plan by providing an introduction to PartnerLink, Empower reports, money in and money out, and more.

Meet your team

Find your National Accounts Director - TPA to to help you grow and manage your business.

Attend one of our events

Find us at future conferences and sign up for one of our webinars.

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

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.

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

Securities, when presented, are offered and/or distributed by Empower Financial Services, Inc., Member FINRA/SIPC, EFSI is an affiliate of Empower Retirement, LLC.

Working together. Winning together.

Your TPA toolkit