Page 11 - DCAC September 2025 Files
P. 11
Gleason, Robert
From: Gleason, Robert
Sent: Tuesday, July 22, 2025 4:26 PM
To: Lisa Okada; Jay Castellano; Kim Pearson
Cc: Silvio DiGrande (silvio.digrande@empower.com); Do, Vinh
Subject: 2025 Due Diligence Acknowledgement Relative to Special Services
Follow Up Flag: Follow up
Flag Status: Flagged
Categories: Follow-up
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 (Draft Agenda Consent Item
#2) relative to the upcoming Deferred Compensation Committee Meeting of September 25, 2025.
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.
empower.com
A leader in government deferred compensation plans.
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