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Number of touches: 3 emails, 1 post-login action,
Get help with outbound call
financial wellness Touch 1 Touch 2 Touch 3
(comprehensive financial planning)
Objective Schedule a consultation
• Email
Channel • Outbound calling (limited)
• Post-login action (PLA)
Participants in plans offering financial planning
Audience services from RSG who have not enrolled in the
service
Ongoing — sent 2x per year
Timing
Outbound call only 1x per year
Post-login
action (PLA) Outbound call
There is no guarantee provided by any party that participation in any of the
advisory services will result in a profit.
Empower Advisory Group, LLC, a registered investment adviser, provides financial planning
services using the MoneyGuidePro tool. MoneyGuidePro is not affiliated with Empower Retirement,
LLC and its affiliates. Empower Retirement, LLC and its affiliates are not responsible for the third-
party content provided.
Online Advice and My Total Retirement TM are part of the Empower Advisory Services suite of
services offered by Empower Advisory Group, LLC, a registered investment adviser.
FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY. FOR ILLUSTRATIVE PURPOSES ONLY
Some features may not be available and are subject to change without notice.

