Page 18 - DCAC May 2025 Files

Tasker, Kim
Sent: Tuesday, June 25, 2024 12:57 PM

Q3
Grow and Bloom: Aimed to increase investment

contributions and Empower representative meetings.

Notably, a dedicated Empower representative was
Nurture your retirement garden and introduced, significantly boosting participant engagement.

watch your financial investments
with Empower bloom
Q3 Results

Individual meetings with Empower representatives
increased by 29% compared to the previous year,
driven largely by the introduction of a
Q3: PRIMARY GOAL: dedicated representative.
Increase your contribution- Meet with your Empower Representative

Step 1: Increase your contribution
Once you start saving, the seeds are planted for your future in retirement,
but it’s important to nurture your retirement with more savings over time to
help you reach your long-term goals. EƵƌƚƵƌĞ LJŽƵƌ ƌĞƚŝƌĞŵĞŶƚ ŐĂƌĚĞŶ ĂŶĚ ǁĂƚĐŚ
LJŽƵƌ ĨŝŶĂŶĐŝĂů ŝŶǀĞƐƚŵĞŶƚƐ ǁŝƚŚ ŵƉŽǁĞƌ
Saving just 1% more can make a big difference that could result in extra
funds in retirement. ďůŽŽŵ

Take steps in Workday to increase your biweekly contribution.

Log in to Workday at smcgov.okta.com.

Step 2: Meet with your Empower representative
Tasker, Kim

From: You can meet with an Empower representative to get help from someone
Benefits <Benefits@smcgov.org>
Sent: Tuesday, December 3, 2024 6:52 PM
Cc: Benefits
IMPORTANT: Deferred Compensation Communication
Subject: who has a “green thumb” when it comes to helping you with your financial NOTE: WE DID NOT HAVE A DEDICATED EMPOWER REPRESTATIVE UNTIL Q3 of 2024
strategy.
Q4
The representative can provide personalized guidance related to your goals
to help you meet them. Protect Your Garden: Emphasized beneficiary

Enjoy Your Retirement Garden for a Lifetime designation and asset retention, employing targeted
Make an appointment at sanmateocountyedu.empowermytime.com

communications to educate participants about the

importance of maintaining their retirement assets
Step 3: Schedule to attend a virtual training in LMS
within the plan.
On July 31: Boost Your Savings Topics include:
 Why saving matters.
Q4 Results
STEP 1 1 STEP 2
Beneficiary designations significantly increased by
Understanding Your Deferred Compensation Q4: PRIMARY GOAL: Add a Beneficiary
Meet With Your Empower Representative
Plan
24% following the targeted campaign.
Did you know that as your career and life change, you can Contact a dedicated County Retirement Plan
keep your asset in the plan and take advantage of the Advisor
personalized services and resources Empower offers.
Vinh Do
 Receive the same personalized service – even when you retire Primary Retirement Plan Advisor
or change jobs. You still have access to your Empower Email: vinh.do@empower.com

Representative and can contact them to schedule an
appointment anytime you have questions. Arturo Mendez Vega
ŶũŽLJ zŽƵƌ ZĞƚŝƌĞŵĞŶƚ 'ĂƌĚĞŶ ĨŽƌ Ă >ŝĨĞƚŝŵĞ
Retirement Plan Advisor
 Keep up with your complete financial picture by using the Email: arturo.mendezvega@empower.com
same plan website and inline educational materials.
You can meet with your representative virtually
 Potentially pay lower fees – You participate along with other or in-person
employees, retirees and former employees which may mean
paying less fees. Make an Appointment Now!
STEP 3 STEP 4
Update Your Beneficiary Schedule to Attend 1 of 2 Trainings in LMS
Empower: Understanding your Deferred Compensation Plan
including fees, terminology, options when your retire or you
leave employment and/or making decisions within your plan
Log in to your Empower account today and review and that is right for you.
update your beneficiary designation.
Go to empower.com/sanmateocounty 1  Terms you need to know
 Log in to your account. If you have not yet created your online  Understanding Plan Fees
account, you must Register for online access and follow the  Your options – the ins and outs you need to know before
prompts. making the decisions that’s right for you
 Click the Account menu at the top of the screen. Then click Session 2
Overview. Session 1
Virtual:
 Under Account Information, click Beneficiaries and follow Tuesday, In-Person: Redwood City
Tuesday,
the prompts. December 10, 2024 December 17, 2024
11AM – 12PM 12PM – 1PM
Log In to Your Account

Log in to LMS to Log in to LMS to
Enroll Today! Enroll Today!
You could be a winner!
All employees who open a new account, register their existing account with their email, meet with an Empower Representative, update their
beneficiary, and/or attend an Empower training session will be entered into a raffle to win a gift.
Questions?
Contact County of San Mateo Benefits Division at
benefits@smcgov.org or call 650-363-1919

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