Open Enrollment

Reaching your
financial goals

While you are focused on your physical health during Open Enrollment, don’t forget to check in on your financial fitness. Knowing how much to save and how to invest for the future you imagine can sometimes be quite daunting, especially in these challenging economic times. That’s why Pearson offers Empower Retirement Advisory Services in the Pearson 401(k) Plan, which provides personalized financial planning for wherever you are in life – regardless of how much you’ve saved – through all the ups and downs of the financial markets. 

From online tools to licensed advisors you can talk to; you’ve got access to financial planning and retirement advice that’s personalized for your needs and designed to help you reach your goals. You can get financial help two ways*:

  • Free Online Advice allows you to use do-it-yourself tools to get personalized investment recommendations.
  • Fee-based Professional Management connects you with professionals who manage your Pearson 401(k) Plan account and select investments for you. 

 

Retirement Evaluation

If you are not currently enrolled in professional management, in mid-October a Retirement Evaluation will be sent to you via email, which covers where you are today, and provides some tips to help improve your future planning. Take some time to review your evaluation then use it to get on and stay on track toward your goals

Visit the Empower website at any time to learn more about these advisory tools and helpful information or you can speak with a representative (Monday – Friday between 8 a.m. – 10 p.m. Eastern time, and Saturdays from 9 a.m. – 5:30 p.m. Eastern time) at 1-844-465-4455.

Special
Offer
Enroll in Professional Management by November 11, 2022, and if you decide to cancel within 90 days of your enrollment, you pay no program fees. Or stay and the fees will be applied from your enrollment date.

*Online Advice and the Professional Management Program are part of the Empower Retirement Advisory Services suite of services offered by Advised Assets Group, LLC, a registered investment adviser. There is no guarantee provided by any party that participation in any of the advisory services will result in a profit. 

Securities, when presented, are offered and/or distributed by Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser, Empower Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice.

“EMPOWER INVESTMENTS” and all associated logos, and product names are trademarks of Empower Annuity Insurance Company of America. ©2022 Empower Retirement, LLC. All rights reserved. RO2307540-0822