Page 71 - OctDefComp
P. 71

7



 S U P P O R T I N G THE   RE TI RE ME N T  J O URN E Y




 EMPLOYEE ENGAGEMENT IMPACT



 Destination of Terminated Assets –

 * State with approx. $10.8B and 111,000 participants
 80%                          $236.4M


 70%
 $366M

 60%
      52%
 50%


 40%
 $70.6M

 30%
 12%  $149.5M

 20%
 $65.3M

 10%
                                   $13.5M                     $406K
 0%
 Stay inPlan  Cash out  Roll to External Provider  Roll to Empower

 Post RSG  Pre RSG

                                                      rd
                                                                      st
                                                          th
                     Source for Pre RSG: Empower Retirement, 3 & 4 Qtr 2017 and 1 & 2 nd  Qtr 2018
                     Source for Post RSG: Empower Retirement, Q1, Q2, Q3 2020
                     * As of 12/31/20
 FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY. FOR ILLUSTRATIVE PURPOSES ONLY. RO1496631-0121
   66   67   68   69   70   71   72   73   74   75   76