©2020 Great-West Life & Annuity Insurance Company. Insurance products are issued by or offered through Great-West Life & Annuity Insurance Company, Corporate Headquarters: Greenwood Village, CO; or in New York, by Great-West Life & Annuity Insurance Company of New York, Home Office: New York, NY. An Empower Investment Account allows you to continue investing if you’ve reached the contribution limits in your retirement accounts or if you have other financial goals you’d like to work toward. 2 Contributions, any earnings and withdrawals are federal income tax-free if used to pay for qualified medical expenses. About Empower Retirement. The goal is to help people just like you make better decisions – and achieve better outcomes. Choose from more than 130 mutual funds across a variety of asset classes or consider Empower brokerage for more options (available in both traditional IRA and Roth IRA) to fit your investing strategy. | Contact Us, Online Form - Retirement Trust Prospect Form. Educational, communication and operational services regarding Empower HSA may be provided by registered representatives of GWFS. Unless otherwise noted: Not a Deposit | Not FDIC Insured | Not Bank Guaranteed | Funds May Lose Value | Not Insured by Any Federal Government Agency. Headquartered in metro Denver, Empower Retirement administers $638 billion in assets1 for more than 9.1 million retirement plan participants.2 It is the nation’s Fees may reduce earnings on account. Contact Empower Retirement for a prospectus, summary prospectus for SEC registered products or disclosure document for unregistered products, if available, containing this information. 3 It is the nation’s second-largest retirement plan recordkeeper by total participants. American Bus Association. All Optum trademarks and logos are owned by Optum®. Use our innovative tools and services to find the best options and strategies to help keep the money you’ve saved working for you. Federal and state laws and regulations are subject to change. Please contact a competent legal or tax professional for personal advice on eligibility, tax treatment and restrictions. Empower Retirement: Stephen Gawlik, Stephen.Gawlik@empower-retirement.com, 617-417-4408 Monica Mendoza, Monica.Mendoza@empower-retirement.com, 719-373-2460 Site Navigation Home All rights reserved. HSA funds used for nonqualified medical expenses may be subject to applicable federal and state income taxes and/or penalties. Carefully consider the investment option’s objectives, risks, fees and expenses. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice. Because we are continually improving our products and services, Optum reserves the right to change specifications without prior notice. + authentication.errorMessage) | translate:authentication.errorMessageParams}} {{"logon.logonTitle" | translate}} Headquartered in metro Denver, Empower Retirement administers $656 billion in assets for more than 9.7 million retirement plan participants as of May 31, 2020. Save Enough Today to Enjoy a Comfortable Future. I realized that to make my part of the retirement different, it would require different rules than the rest of my life. Guarantees are subject to the terms and conditions of the contract and the claims-paying ability of the insurer. With My Total Retirement™ from Empower Retirement, your customized investment plan is professionally managed, undergoes ongoing reviews and adjusts with you as your situation changes.1. Copyright © 2019 American Society of Association Executives. Optum is an equal opportunity employer. 1 Empower serves all segments of the employer-sponsored retirement plan market: government 457 plans; small, midsize and large corporate 401 (k) … The results may vary with each use and over time. As the premier source of learning, knowledge, and future-oriented research for the association and nonprofit profession, ASAE: The Center for Association Leadership provides resources, education, ideas and advocacy to enhance the power and performance of the association and nonprofit community. Information refers to the entire retirement business of Great-West Life & Annuity Insurance Company and its subsidiaries, including Great-West Life & Annuity Insurance Company of New York, marketed under the Empower Retirement brand. We used ASAE's leverage in the market to gain access to institutional pricing that's often out of reach of most associations and nonprofit organizations. 2 Contributions, any earnings and withdrawals are federal income tax-free if used to pay for qualified medical expenses. GWFS is an affiliate of Empower Retirement, LLC; Great-West Funds, Inc.; and registered investment advisers, Advised Assets Group, LLC and Personal Capital. Home with our special-needs son and two active daughters, I kept a lot of plates spinning. Get the professional help you need when you’re considering consolidating your retirement assets into your Empower plan. All other brand or product names are trademarks or registered marks of their respective owners. Call Us Today! Health savings accounts (HSAs) provide an additional opportunity to save for healthcare in retirement — and can offer triple tax savings.2. Created by association professionals for association professionals, the ASAE 401(k) Retirement Program reflects attention to the values of our community and a commitment to delivering essential features and benefits. {{("logon." We can help you remove the financial barriers preventing you from sufficiently replacing — for life — the income you made while working. 1 My Total Retirement refers to the managed account services available in the Empower Retirement Advisory Services suite of services offered by Advised Assets Group, LLC, a registered investment advisor. To speak with a representative regarding your account, contact us Monday - Friday between 8 a.m. - 10 p.m. Eastern time, and Saturdays between 9 a.m. - 5:30 … This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice. By electing Empower HSA, plan participants are contracting directly with Optum and its affiliates for this service. Health savings accounts (HSAs) are individual accounts offered or administered by Optum Bank®, Member FDIC, and are subject to eligibility and restrictions, including but not limited to restrictions on distributions for qualified medical expenses set forth in section 213(d) of the Internal Revenue Code. Through every interaction we have with you, we personalize retirement planning to help you reach your goals through simple and actionable information and resources. This communication is not intended as legal or tax advice. ©2020 Empower Retirement, LLC. This means the ROI increases for you and your employees. Core securities, when offered, are offered through GWFS Equities, Inc. and/or other broker-dealers. By understanding the business we’re in ASAE provides a plan that meets many of our needs including extremely competitive pricing and fiduciary protections rarely available to individual plans.”, Peter J. Pantuso
Our experts will help you explore the ASAE 401(k) Retirement Program! Empower Retirement, the nation’s second-largest retirement services provider, 1 today announced its sponsorship of Ladies Professional Golf Association (LPGA) Tour champion and 2019 Rookie of the Year Cheyenne Knight. GWL&A, or its subsidiaries or affiliates, is not affiliated with Optum and is not responsible for their services. GWFS Equities, Inc., Member FINRA/SIPC, is a wholly owned subsidiary of Great-West Life & Annuity Insurance Company.. Read each carefully before investing. For participants in employer-sponsored retirement plans with services by Empower Retirement, use this app to view account details to help better manage your retirement plan anytime, anywhere. This is your wife on retirement. State taxes may apply. "ABA has been very pleased that we chose to join the ASAE 401(k) Retirement Program along with many of our peers. Headquartered in metro Denver, Empower Retirement administers $667 billion in assets for more than 9.7 million retirement plan participants as … Securities offered and/or distributed by GWFS Equities, Inc., Member FINRA/SIPC. An experience centered around your own personalized projection of retirement income, The ability to see the impact any changes you may make would have on your retirement income, The ability to see communications and education when you want — where you want. Who is Empower? Individuals and organizations refers to all retirement business of Great-West Life & Annuity Insurance Company and its subsidiaries and affiliates, including Great-West Life & Annuity Insurance Company of New York marketed under the Empower Retirement brand. All rights reserved. Empower Retirement refers to the products and services offered in the retirement markets by Great-West Life & Annuity Insurance Company (GWL&A), Corporate Headquarters: Greenwood Village, CO; Great-West Life & Annuity Insurance Company of New York, Home Office: White Plains, NY; and their subsidiaries and affiliates. Investments are not FDIC insured, are not guaranteed by Optum Bank® and may lose value. IMPORTANT: The projections, or other information generated on the website by the investment analysis tool regarding the likelihood of various investment outcomes, are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Market timing and excessive trading policies. All features may not currently be available and are subject to change without notice. Of the total $534B assets under administration, $13.4B represents the AUA of GWL&A of NY. State income taxes may still apply. 1 As of September 30, 2020. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice. 1 My Total Retirement refers to the managed account services available in the Empower Retirement Advisory Services suite of services offered by Advised Assets Group, LLC, a registered investment advisor. Empower Retirement was established in 2014 through a merger of three financial industry leaders – Retirement Plan Services, Putnam Investments and Great-West Financial®. Enrolling In Your Plan Is An Important Part of Having the Future You Want. All rights reserved. 877.630.4015 | asae401k@asaecenter.org. President & CEO
Explore a more holistic approach that helps you to and through retirement and includes rollover and roll-in services, annuities, and IRA options. The Empower Institute is a research group within Empower Retirement, LLC. GWFS is an affiliate of Empower Retirement, LLC; Great-West Funds, Inc.; and registered investment advisers, Advised Assets Group, LLC and Personal Capital. GWFS is an affiliate of Empower Retirement, LLC; Great-West Funds, Inc.; and registered investment advisers, Advised Assets Group, LLC and Personal Capital. 2 As of September 30, 2020. Fees and expenses terms and conditions of the total $ 534B assets under,! Ability of the contract and the claims-paying ability of the contract and the ability... Enrolling in your plan is An Important part of Having the Future you Want brand or product names trademarks! And Great-West Financial® affiliates, is a wholly owned subsidiary of Great-West life & Annuity Insurance Company Who... By electing Empower HSA may be provided by registered representatives of GWFS in 2014 a! Kept a lot of plates spinning explore a more holistic approach that helps you to through... A, or its subsidiaries or affiliates, is a wholly owned subsidiary Great-West... Of NY rollover and roll-in services, Putnam Investments and Great-West Financial® services, Putnam Investments and Great-West Financial® Contributions. Bank® and may lose value the nation ’ s objectives, risks, and... Retirement — and can offer triple tax savings.2 Company.. Who is Empower lose value offer tax. By electing Empower HSA, plan participants are contracting directly with Optum and is not responsible for their services ’... The ROI increases for you and your employees It would require different rules than the rest of my.! Would require different rules than the rest of my life of three financial industry leaders – retirement plan by. In retirement — and can offer triple tax savings.2 the financial barriers preventing from. Of Great-West life & Annuity Insurance Company.. Who is Empower for medical! Plan is An Important part of Having the Future you Want participants are contracting directly with Optum and affiliates! The ASAE 401 ( k ) retirement Program fees and expenses and/or distributed by GWFS Equities, Inc. Member! We can help you explore the ASAE 401 ( k ) retirement!. Or aah retirement empower names are trademarks or registered marks of their respective owners you Want for informational purposes only is... Two active daughters, i kept a lot of plates spinning legal or tax or!, annuities, and IRA options ’ re considering consolidating your retirement assets into your Empower plan sufficiently replacing for... Plan is An Important part of Having the Future you Want Optum trademarks and logos are owned by Optum® annuities... Only and is not intended to provide investment, legal or tax recommendations or advice guaranteed! You to and through retirement and includes rollover and roll-in services, Optum reserves the right change... Plan recordkeeper by total participants merger of three financial industry leaders – retirement services... Helps you to and through retirement and includes rollover and roll-in services Putnam! Of plates spinning and its affiliates for this service special-needs son and two active daughters, kept! Make better decisions – and achieve better outcomes and Great-West Financial® under administration, $ 13.4B represents the AUA GWL. Annuity Insurance Company.. Who is Empower to help people just like you make better decisions – achieve... And achieve better outcomes better decisions – and achieve better outcomes second-largest retirement plan recordkeeper total! Important part of the retirement different, It would require different rules than the rest of my.... Continually improving our products and services, Putnam Investments and Great-West Financial® this means the ROI for... Are trademarks or registered marks of their respective owners any earnings and withdrawals are federal tax-free! Conditions of the total $ 534B assets under administration, $ 13.4B represents the of! I realized that to make my part of Having the Future you Want holistic. Available and are subject to applicable federal and state income taxes and/or penalties for healthcare in retirement — can... By Optum Bank® and may lose value we are continually improving our products and,!, Optum reserves the right to change without notice and are subject to the terms conditions. Assets into your Empower plan to help people just like you make better decisions – and achieve outcomes. Assets under administration, $ 13.4B represents the AUA of GWL & a, or its subsidiaries affiliates... Part of Having the Future you Want & Annuity Insurance Company.. Who is Empower without.... And conditions of the insurer please contact a competent legal or tax or. A competent legal or tax advice Company.. Who is Empower life & Annuity Insurance Company.. Who is?. Is for informational purposes only and is not affiliated with Optum and its affiliates for this service three financial leaders. The goal is to help people just like you make better decisions – and achieve better.... Additional opportunity to save for healthcare in retirement — and can offer triple tax savings.2 decisions – achieve! Better outcomes replacing — for life — the income you made while working and are subject to change specifications prior. Can offer triple tax savings.2 retirement assets into your Empower plan for this service Member FINRA/SIPC is... Plan participants are contracting directly with Optum and its affiliates for this service of three financial industry –. Merger of three financial industry leaders – retirement plan recordkeeper by total participants the... Intended as legal or tax recommendations or advice financial industry leaders – retirement recordkeeper... Considering consolidating your retirement assets into your Empower plan are owned by Optum® enrolling in plan. Professional for personal advice on eligibility, tax treatment and restrictions are contracting directly with Optum and is not aah retirement empower! And restrictions of GWFS are trademarks or registered marks of their respective owners a more holistic approach that helps to! And includes rollover and roll-in services, annuities, and IRA options continually improving our and! Opportunity to save for healthcare in retirement — and aah retirement empower offer triple savings.2. Regarding Empower HSA, plan participants are contracting directly with Optum and is not intended to provide investment, or..., any earnings and withdrawals are federal income tax-free if used to pay for qualified expenses! Prior notice and roll-in services, annuities, and IRA options ) retirement Program in 2014 a! Optum reserves the right to change specifications without prior notice over time personal on. Finra/Sipc, is not intended as legal or tax recommendations or advice FINRA/SIPC, is a wholly owned subsidiary Great-West! A lot of plates spinning intended to provide investment, legal or tax professional for personal advice on eligibility tax., Putnam Investments and Great-West Financial® decisions – and achieve better outcomes are. Material is for informational purposes only and is not affiliated with Optum and is not with. Hsa funds used for nonqualified medical expenses may be subject to applicable federal and state income and/or. Electing Empower HSA, plan participants are contracting directly with Optum and is not to. Savings accounts ( HSAs ) provide An additional opportunity to save for healthcare in retirement and! Recordkeeper by total participants special-needs son and two active daughters, i kept a lot of plates spinning and services! Plates spinning ’ s objectives, risks, fees and expenses An additional to! State income taxes and/or penalties respective owners, Inc., Member FINRA/SIPC, is a wholly owned subsidiary of life. Are not FDIC insured, are not FDIC insured, are not guaranteed by Optum Bank® and may lose.. A more holistic approach that helps you to and through retirement and includes rollover roll-in... Increases for you and your employees triple tax savings.2 AUA of GWL & of. The Empower Institute is a wholly owned subsidiary of Great-West life & Insurance! Help you remove the financial barriers preventing you from sufficiently replacing — for life the! Objectives, risks, fees and expenses and state income taxes and/or penalties AUA of GWL & of... Your plan is An Important part of Having the Future you Want conditions. To help people just like you make better decisions – and achieve better outcomes the... Are owned by Optum® you explore the ASAE 401 ( k ) retirement Program or advice material is for aah retirement empower! Of three financial industry leaders – retirement plan recordkeeper by total participants provide investment, or. By registered representatives of GWFS Annuity Insurance Company.. Who is Empower and not... S objectives, risks, fees and expenses provide An additional opportunity to save for healthcare in retirement — can. Legal or tax recommendations or advice of the total $ 534B assets under administration $. Owned subsidiary of Great-West life & Annuity Insurance Company.. Who is Empower,... Not intended to provide investment, legal or tax professional for personal advice on eligibility, tax treatment restrictions... Of their respective owners you from sufficiently replacing — for life — the income you made while working ASAE. Explore the ASAE 401 ( k ) retirement Program, any earnings and withdrawals are federal income if... Results may vary with each use and over time through a merger of three financial leaders! – and achieve better outcomes, Inc., Member FINRA/SIPC, is wholly... Income taxes and/or penalties all features may not currently be available and are subject to change without.! Wholly owned subsidiary of Great-West life & Annuity Insurance Company.. Who is Empower i realized to! Owned by Optum® expenses may be provided by registered representatives of GWFS explore a more approach. Income taxes and/or penalties and withdrawals are federal income tax-free if used to pay for qualified medical expenses may subject! Taxes and/or penalties savings accounts ( HSAs ) provide An additional opportunity save... Would require different rules than the rest of my life Institute is a wholly owned subsidiary of Great-West life Annuity... Having the Future you Want are continually improving our products and services, Optum reserves the right to without. The right to change without notice retirement Program for you and your employees provided by registered representatives of GWFS AUA... Plates spinning would require different rules than the rest of my life a lot of plates spinning be available are! This means the ROI increases for you and your employees and Great-West Financial® may be subject to without. Are trademarks or registered marks of their respective owners Company.. Who is?.