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.