NADA Retirement Program Partners

A Look at the Partners Involved with the NADA Retirement Program

Empower Retirement — Recordkeeper

There's a tremendous sense of accomplishment that comes with achieving something that's never been done before. At Empower Retirement, we're recapturing the pioneering spirit and the can-do attitude upon which our country was built.

We imagine a better future in which working Americans can replace their working income — for life. We are charting a new course toward successful retirement outcomes by delivering a better retirement experience through directional guidance from four key values:

  • Service excellence
  • Constant innovation
  • Thought leadership
  • Outstanding people

We bring these values to every partnership we have so plan sponsors can empower their participants and participants can empower their own futures.

Through a combination of our values and experience, we are creating and delivering a better retirement experience.

Visit the Empower Website

Empower Retirement Advisory Services

From the Managed Account service to Online Investment Advice to Online Investment Guidance, Empower Retirement Advisory Services Provides:

  • Savings recommendations for pursuing retirement readiness.
  • Investment portfolios aligned with a specific risk tolerance.
  • Distinct spend-down options designed to optimize after-tax income.
  • Strategies that consider guaranteed income for life (if offered in your plan).
  • Access to dedicated investment professionals even outside of business hours.

There is no guarantee that participation in any of the advisory services will result in a profit or that the account will outperform a self-managed portfolio invested without assistance.

Empower Retirement Advisory Services is provided by Advised Assets Group, LLC (AAG), a federally registered investment adviser.

CAPTRUST — 3(38) Investment Manager

CAPTRUST Financial Advisors aims to help you reduce the complexity, the distraction and the day-to-day resource drain of managing a retirement plan. CAPTRUST acts as your plan's investment manager, transferring investment liability to CAPTRUST, and managing fiduciary tasks via CAPTRUST Direct, to save you time and energy. By spending less time on plan investments, you can focus on the other aspects of plan management, such as providing participants with the resources they need to save more.

Northeast Retirement Services, Inc. — 3(16) Plan Administrator

NRS provides a full range of customized institutional transfer agency, fund administration, target date administration, trust product administration and record keeping services, for investments management firms, ERISA, 401(k) and pension plans, state and local governments, and endowment and foundations. Some of our products include: custom target date administration, state and local government trust product administration, institutional transfer agency services for non-registered co-mingled products and custom reporting institutional clients.

Great-West Trust Company, LLC — Directed Trustee

Great-West Trust Company, LLC provides a full complement of directed trustee and custodial services to support the timely and accurate administration and reporting of retirement plans.

To find out more about each company's role in the NADA Retirement Program, please email us.