An advisor sits at a table with client, using laptop and tablet devices

Advisory Services

Empower Advisory Services can help you meet your fiduciary and administrative obligations while providing employees with personalized strategies and recommendations to help keep them focused on their long-term goals.1

PLANSPONSOR article - The Modern DC Plan Investment Lineup

PLANSPONSOR of the Year winner Crate and Barrel shares insights and the success they had implementing Dynamic Retirement Manager.

Empower its affiliates are not affiliated with the author or responsible for the third-party content provided.

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Plan Sponsor Views on Adopting Dynamic QDIAs - download alt

New DCIIA research provides insight from plan sponsors adopting dynamic QDIAs.

Empower and its affiliates are not affiliated with the author or responsible for the third-party content provided.

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We are a true fiduciary providing specific and personalized advice in employees' best interest.

Fiduciary advice is provided on topics like: 

Savings

Investing

Retirement spending strategies

Distributions

Financial wellness (e.g., budgeting, debt management, financial planning)

Fiduciary advice available when people want and need it

Part of a comprehensive program

Quick, point-in-time check-ins

Shouldn’t your employees’ retirement savings be as unique as they are? Advisory Services connects with employees via the channels they prefer - digitally, over the phone, virtually or in person - with support from investment advisor representatives.

How does your default investment option evolve to meet the unique needs of your employees? Consider Empower Dynamic Retirement Manager™2

Target date funds for younger participants

DRM infographic

Customized retirement strategy for those with more sophisticated needs

Online advice

For those looking to validate and implement the strategy they've created, Online Advice can help. 

1 Empower Retirement Advisory Services, offered by Advised Assets Group, LLC, a registered investment advisor, provides a suite of services that includes managed and implemented personalized retirement strategies called My Total Retirement or the Professional Management Program.

2 The managed account service offered through Empower Dynamic Retirement Manager™ is provided by the named registered investment adviser as defined by the advisory services agreement.

By accessing this content, you are certifying you are a plan sponsor or financial professional.

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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.

All features may not currently be available and are subject to change without notice. ©2022 Empower Retirement, LLC. All rights reserved.

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