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RecordKeeper

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Empower is the 401k’s recordkeeper. Their services include:

  • Assisting with loan questions/requests
  • Providing account statements to employees (paper or paperless)
  • Aiding in fund allocation & deferral changes
  • Keeping track of individuals’ assets in the plan
  • Maintaining a website & helps participants with navigation
  • Maintaining a toll-free customer service line for plan participants
  • Teaming up with Oswald to produce enrollment and education materials

For additional information please click here to visit the Empower website.

    • Securities offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, DBA Oswald Financial, a registered investment advisor and separate entity from LPL Financial.
    • This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.
    • Oswald Financial and LPL Financial are not affiliated with Empower.