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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.

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Best interest point-in-time advice
Empower advisory services
Advisor managed accounts
Dynamic Retirement Manager
Comprehensive financial planning

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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Advisor Managed Accounts

Empower provides:

  • An integrated participant experience.
  • A personalized retirement strategy. 
  • Plan administration advisor, sponsor and employee support.
Two pieces of a puzzle come together

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

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“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

Advisor Managed Accounts

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

Empower Retirement Advisor managed accounts document

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

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1 The advisory services are offered by the named registered investment adviser as defined by the advisory services agreement. Subadvisory services are provided by Empower Advisory Group, LLC, a registered investment adviser. The named registered investment adviser is not affiliated with EAG. The named registered investment adviser may pay some or the entire participant advisory services fees to EAG as subadviser for the named registered investment adviser.

2 As of March 31, 2022. Empower recordkeeping data.

FOR FINANCIAL PROFESSIONAL USE ONLY.

Online advice and the managed account service are part of the Empower Advisory Services suite of services offered by Empower Advisory Group, LLC, a registered investment adviser.

EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser Empower Advisory Group, LLC.

  ("Site") has entered into an advertising campaign with Empower Personal Wealth, LLC ('EPW"), through which Site is paid up to $250 for each individual lead. The Site, due to such compensation, has an incentive to recommend EPW, resulting in a material conflict of interest. Individuals who are referred to EPW are not obligated to subscribe for investment advisory services provided by Empower Advisory Group, LLC ("EAG"). Those individuals who do subscribe for EAG's investment advisory services will not pay increased management fees or any other fees to Site, EPW, or EAG as a result of this campaign. Site financially benefits from referring individuals to EPW. Site is not affiliated with EPW or EAG.

Advisory services are provided for a fee by Empower Advisory Group, LLC (“EAG”). EAG is a registered investment adviser with the Securities and Exchange Commission (“SEC”) and subsidiary of Empower Annuity Insurance Company of America. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. All visuals are illustrative only. Actors are not EAG clients.

“EMPOWER” and all associated logos, and product names are trademarks of Empower Annuity Insurance Company of America. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice. ©  Empower Annuity Insurance Company of America. All rights reserved.