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Gleason, Robert
From: Gleason, Robert
Sent: Friday, June 24, 2022 5:02 PM
To: Lisa Okada; Jay Castellano; Kim Pearson
Cc: Washington, Patrick; DiGrande, Silvio
Subject: 2022 Due Diligence Acknowledgement Relative to Special Services
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 25, 2022.
Best Regards,
Robert Gleason | Managing Director | Government Markets
Empower Retirement
11500 Outlook Street | Overland Park, KS 66211
916-765-5566 mobile | Robert.Gleason@empower.com
For important disclosures and product information, click here.
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