Empower is an industry leader in providing personalized advice and driving engagement from participants. The infrastructure has been created to deliver proactive advice, but how is this model delivering results for participants in their retirement plan? This study delivers data to show the results of engaging Americans to improve the overall market but also create a personalized strategy to get Americans to retire with dignity.
Matt Cain, CFA, Sr. Custom Solutions Director - Southeast Region
In the video above the Empower team covered:
Empower advisory services at a glance
The benefits of personalized advice
In volatile markets advice users are engaged
Considerations when selecting managed accounts
When managed accounts isn't an option
Target date fund and managed account savers are not the same
Adoption lags when fiduciary advice isn't prioritized
Not just digital tools
Partnering with plan of all sizes and segments
Managed account participants more engaged
Check-ins are substantive, not transactional
And much more!
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