Page 124 - DCAC May 2024 Files

Personalized

advice from an Set the agenda for the meeting
Introduce retirement plan advisor (RPA) and help employee understand the RPA
role as an ongoing resource
Empower RPA Listens with empathy, addresses questions, and follows a structured process to

help drive action

Account review and goal setting
Build personal financial profile (e.g., Social Security, pension amount, outside
accounts, and other income)
Discusses desired retirement goals (e.g., age and lifestyle)

Retirement assessment
Perform diagnostic assessment to assess goal tracking to help answer the
question of “Am I on track?”

Uses our technology to run simulations

FOR ILLUSTRATIVE PURPOSES ONLY
The Retirement Readiness Review is provided by an Empower
representative registered with Empower Advisory Group, LLC and Review analysis and next steps
may provide investment counseling and/or recommendations at no
additional cost to participants. There is no guarantee provided by any Deliver advice to help with savings strategies, investment diversification, and
party that use of the review will result in a profit. spend down

Provides a written plan and has the ability to implement changes

FOR PLAN SPONSOR OR FINANCIAL PROFESSIONAL USE ONLY.
FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY. ©2024 EMPOWER, LLC. ALL RIGHTS RESERVED.
RO3070885-0923