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Consolidating Retirement Accounts

If you transfer or roll over your other 401(a), 401(k), 403(b) or eligible governmental 457(b) retirement accounts into an Empower Retirement IRA, you have access to:*


Convenient account management

Monitor and manage all of your retirement investment options at the same time in the same place with one consolidated account!


Customer service

If you elect Empower Retirement IRA, you may call the Retirement Solutions Center or access your account 24/7 via the voice response system at (877) 804-6257 and the website at www.myerira.com.1 You can manage your account and access educational resources at any time at your convenience.


Potential reduced fees
When you consolidate your 401(a), 401(k), 403(b) or eligible governmental 457(b) retirement accounts into a single IRA – thereby increasing your overall account balance – you may be able to lower the amount you pay for asset-based fees.


You are encouraged to discuss rolling money from one account to another with your financial advisor/planner, considering, but not limited to, any potential fees and/or limitation of investment options or services.


Learn more about how you might continue to fund a consolidated IRA.

 

Open an IRA – Empower Retirement IRA

 

NEED HELP?
Please consult with your financial advisor, call (877) 804-6257 to speak to a retirement consultant, or
email us at RetirementSolutionsCenter@empower-retirement.com.*

 

1 Access to the website and Retirement Solutions Center may be limited or unavailable during periods of peak demand, market volatility, systems upgrades/maintenance or other reasons. Transfer requests made via the website or Retirement Solutions Center received on business days prior to close of the New York Stock Exchange (4:00 p.m. Eastern Time or earlier on some holidays or other special circumstances) will be initiated at the close of business the same day the request was received. The actual effective date of your transaction may vary depending on the investment option selected.

* Representatives of GWFS Equities, Inc. are not registered investment advisers, and cannot offer financial, legal or tax advice. Please consult with your financial planner, attorney and/or tax adviser as needed.

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