Page 11 - DCAC August 2024 Files
P. 11
From: Gleason, Robert
To: Lisa Okada; Jay Castellano; Kim Pearson
Cc: Silvio DiGrande (silvio.digrande@empower.com); Vinh Do (Vinh.Do@empower.com)
Subject: 2024 Due Diligence Acknowledgement Relative to Special Services
Date: Wednesday, August 14, 2024 3:06:00 PM
Attachments:
Hello Lisa, Jay, and Kim,
As you are aware, Empower actively assists participants relative to the following special services:
Pre-retirement catch-up provision
Hardship Withdrawal processing
Loan administration
QDRO services
Please accept this email as confirmation that Empower, and our business partners do exercise care
and proper due diligence relative to our processes surrounding each of the above items to assure
that our practices are consistent with IRS guidelines relative to proper administration of these
services.
This communication is intended to satisfy the specific agenda item that addresses this topic
(currently Consent Item #2) relative to the Deferred Compensation Committee Meeting of August
22, 2024.
Robert Gleason | Managing Director | CA License 0B60107
Empower
8515 E. Orchard Road | Greenwood Village, CO 80111
303-737-5807 direct | 916-765-5566 mobile | robert.gleason@empower.com
Empower Annuity Insurance Company of America | CA License 68322
DO NOT TEXT. Please call or reply to this email.
For important disclosures and product information, click here.
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