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Empower Retirement Advisory Services

Empower Retirement Advisory Services (Advisory Services) offers strategies for retirement planning, including the Managed Account service, Online Investment Advice and Online Investment Guidance. These helpful services are offered with Empower Retirement IRA — whether you choose a traditional or Roth IRA.


Managed Account

The Managed Account service is designed for the Do-It-For-Me® Investor who prefers professional portfolio management. The Managed Account service provides individual investment management through regular account monitoring and an annual portfolio review. In addition, the customization and personalization features allow for building an IRA portfolio that considers your:

• Contribution rate and salary

• Desired retirement age and retirement income

• Social Security benefits estimate and other outside assets

The customization components can be updated at any time and help ensure accurate portfolio design—during both the accumulation and spend-down phases of your life. The Managed Account service charges an annual fee assessed on a quarterly basis, based on your account balance.


Online Investment Advice and Online Investment Guidance

Advisory Services also offers Online Investment Advice and Online Investment Guidance. Online Investment Advice is for the Help-Me-Do-It® Investor who prefers to manage his or her own account with validation from a financial expert. It provides you with a fund-specific recommendation based on the investment lineup available as part of Empower Retirement IRA. Online Investment Advice charges a flat fee that is billed to your account on a quarterly basis. Online Investment Guidance is for the Do-It-Myself® Investor. It's a free service and provides personalized asset allocation assistance, but not specific fund recommendations.


You may enroll in the Online Investment Advice and Online Investment Guidance services through this website once you have opened an account with us. Account holders may enroll in the Managed Account service either online or by downloading and completing the Managed Account election form, which can be accessed via the link at the bottom of this page.


If you'd like more information on these options, please consult with your financial advisor. To sign up for one of the Advisory Services, or for more information on these options, contact the Retirement Solutions Center at (877) 804-6257.1

Open an IRA – Empower Retirement IRA

 

See the Empower Retirement IRA brochure for information on Advisory Services.

 

Managed Account election form.

 

Advised Assets Group Form ADV Disclosure

 

To view the PDF document above, you will need the Adobe Acrobat Reader Plugin.

 

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.

 

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