Empower teams with Rockefeller to create turnkey retirement plan

Empower teams with Rockefeller to create turnkey retirement plan
Rockefeller will serve as a plan’s ERISA section (3(38)) investment manager.
MAY 24, 2022

Empower, a Greenwood Village, Colorado-based retirement plan provider, and Rockefeller Capital Management, a New York-based independent financial advisory firm, have partnered to develop a retirement plan offering.

The joint creation, the Rockefeller Capital Management Retirement Plan Fiduciary Manager, provides a simplified digital platform that lets plan participants view, manage and optimize their financial plan.

“Combined with a competitive benefits package, the RCM Retirement Plan Fiduciary Manager provides a range of retirement savings options to help employers attract and retain top talent while allowing them to save time, reduce costs, increase efficiencies and focus on their other business needs,” Gregory J. Fleming, president and CEO at Rockefeller, said in a statement.

Rockefeller will serve as the ERISA (3(38)) investment manager to the plan.

Latest News

Clients fear outliving savings as AI and longevity upend retirement math
Clients fear outliving savings as AI and longevity upend retirement math

TIAA survey finds 53% of Americans worry about running out of money, as AI and medical advances scramble retirement income planning.

Morgan Stanley advisor with $1B pedigree joins upstate New York RIA
Morgan Stanley advisor with $1B pedigree joins upstate New York RIA

Two wirehouse veterans choose advisor-owned model as independents target ultra-high-net-worth clients beyond portfolio management.

Why advisors must close the retirement longevity gap now
Why advisors must close the retirement longevity gap now

Guardian's Nancy DeRusso tells InvestmentNews how advisors can help close the 'longevity gap'.

Private credit becoming 'big piece' of annuities, T. Rowe exec says
Private credit becoming 'big piece' of annuities, T. Rowe exec says

Goldman Sachs retirement survey finds 83% want guaranteed income, while the annuities providing that income increasingly hold private credit.

Zocks debuts Claude plugin with seven skills for financial advisors
Zocks debuts Claude plugin with seven skills for financial advisors

The AI meeting assistant's Advisor Intelligence plugin turns client conversation data into annual reviews, tax scans and attrition alerts.

SPONSORED In the Age of AI, Trust Becomes the Advisor's Greatest Asset

As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains