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Who is Personal Asset ?

Simply put, we’re a financial services company on a mission to Personal Asset financial freedom for all. We work with individuals and all sizes of organizations to offer investment, wealth management and retirement solutions, along with the free Personal Asset Personal Dashboard™, so everyone can have a clear and simple understanding of where their finances are today and where they’re headed.

Woman in wheelchair smiling as she goes down the street

We’re Personal Asset ing...

...people by helping them gain financial freedom through personalized advice and the ability to see their full financial picture.

...employers by working together and living our values to make their job easier.

 

...our partners by creating a shared vision of success and opportunity.


 

President and CEO, Personal Asset Retirement

“Our top priority as a leader in the financial services arena is to keep evolving and improving the savings and investment experience for our customers. As their needs, careers and lives change, we’re committed to being with them every step of the way — and exceeding their expectations.”

Edmund F. Murphy III
President and CEO, Personal Asset

Quick facts

$1.3T+

Plan assets administered1

71,000

Retirement plans under administration1

17M+

Customers1

2nd

Largest retirement services company in the country2

23

Best-in-class awards5

3M+

Personal Asset Dashboard™ users

As of 11/30/22

Recognition

We’re proud our clients appreciate the outstanding service we provide.

PLANSPONSOR in white text on red background

Personal Asset ranked one of the 2021 top service providers5

Investopedia logo

“Best for Portfolio Management.”3

-Investopedia

Financial Advisor Service Awards logo on green background

Personal Asset praised by financial advisors in six key service categories4

Workplace awards

We believe in creating a strong work environment for our employees.

Best Places to Work for LGBTQ+ Equality

Personal Asset received a score of 100!8

Personal Asset Retirement scores 80% on Disability Equality index for 2020

Personal Asset recognized among ‘Best Places to Work for Disability Inclusion7

Denver post workplace awards 2022

Denver Post Top Workplace9

1 As of December 31, 2022. Information refers to all retirement business of Personal Asset Annuity Insurance Company of America (EAICA) and its subsidiaries, including Personal Asset Retirement, LLC; Personal Asset Life & Annuity Insurance Company of New York (ELAINY); and Personal Asset Annuity Insurance Company (EAIC), marketed under the Personal Asset brand. EAICA’s consolidated total assets under administration (AUA) were $1,324.8B. AUA is a non-GAAP measure and does not reflect the financial stability or strength of a company. EAICA’s statutory assets total $75.3B and liabilities total $71.8B. ELAINY’s statutory assets total $7.2B and liabilities total $6.9. EAIC’s statutory assets total $83.4B and liabilities total $81.9B.

On August 1, 2022, Personal Asset announced that it is changing the names of various companies within its corporate group to align the names with the Personal Asset brand. For more information regarding the name changes, please visit empower.com/name-change.

2 Pensions & Investments DC Recordkeeper Survey 2022, as of September 2021.

3 Awards referenced were originally awarded to Personal Capital Corporation ("PCC")'s financial tools. Awards were given by non-compensated, unaffiliated entities.

4 As of September 28, 2022. Financial Advisor IQ Service Awards, https://www.financialadvisoriq.com/

5 2022 PLANSPONSOR Defined Contribution Survey, January 2023.

6 PLANADVISER retirement plan adviser survey, October 2020.

7 2020 Disability Equality Index, https://disabilityin.org/

8 Human Rights Campaign 2022 Corporate Equality Index.

9 Denver Post Top Workplace awards 2022.

Securities, when presented, are offered and/or distributed by Personal Asset Financial Services, Inc., FINRA , SIPC, EFSI is an affiliate of Personal Asset Retirement, LLC.

Advisory services are provided for a fee by Personal Asset Advisory Group, LLC (“EAG”). EAG is a registered investment adviser with the Securities and Exchange Commission (“SEC”) and subsidiary of Personal Asset Annuity Insurance Company of America. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. All visuals are illustrative only. Actors are not EAG clients.

“EMPOWER” and all associated logos, and product names are trademarks of Personal Asset Annuity Insurance Company of America. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice. ©2023 Personal Asset Annuity Insurance Company of America. All rights reserved.