Working with an innovative vendor with participant focused tools

With our decades of experience in the 401k industry, we understand that partnering with a strong recordkeeper is crucial for everyone involved. The recordkeepers are an important piece of the employer and participant experience, so we wanted to make sure we aligned ourselves with a modern solution. We have chosen Empower Retirement as our recordkeeper, as their mission and growth aligned with our program. This gives our clients innovative tools and technology to create an easy to use platform, while giving their employees key features to help with their retirement readiness.

Who is Empower?

  • Over 71,000 clients and growing
  • Over 1 Trillion Dollars under management
  • Largest retirement services company in plans under 50 million
  • 2nd largest retirement services company in the country
  • 98% client retention rate


Investment Managers 

The service providers listed in this material are for general infromation only. This listing is not intended as a recommendation of their services. All entities listed are seperate entities from LPL Financial and Financial Wellness Partners. 

Contact Us

Send us a message using the form below and a representative will reach out to you as soon as possible.