A hand holds up Welcome text with sunset in background

You've come to the right place

Welcome to Personal Asset

We're excited that you're with Personal Asset

Effective January 4, 2021, Personal Asset officially acquired the retirement business of MassMutual. Plan migrations to Personal Asset ’s recordkeeping platform are now underway. We have a team of Personal Asset associates dedicated to executing migrations, so each plan’s service team can focus on business as usual.

Benefits of your migration to Personal Asset

For your plan 

  • Continuity of service, coordinated with your plan’s advisor
  • Additional services and programs to simplify plan administration
  • Refreshed reporting and plan management tools
  • A single, modern recordkeeping system
  • Data protection through the Personal Asset Security Guarantee*
  • Thought leadership and legislative/regulatory insights

* For more information regarding account security and the Security Guarantee’s conditions, visit empowermyretirement.com and click on Security Guarantee at the bottom of the page. 

For your participants 

  • Refreshed participant website and mobile apps
  • Award-winning customer service
  • Holistic financial wellness programs
  • Access to fiduciary advice at no additional cost
  • Award-winning, personalized communication programs
  • Fully transactional Spanish capabilities on the web

Learn more about Personal Asset 's Plan Service Center

Enhanced experience for your plan participants

Prepare for what’s ahead

We’ll notify plan sponsors, advisors and TPAs approximately 5 months in advance of the plan’s scheduled migration date.

Multiple communications and webinars will follow, which are designed to guide our clients through the process.

Participant communications

About 20 days in advance of the migration, Personal Asset will begin sending a multi-touchpoint campaign to plan participants.

Additional resources for plan participants

At your discretion, advisors, TPAs and plan sponsors may share these optional resources with participants as your migration date approaches.

Edmund F Murphy - Personal Asset Retirement President and CEO

“Together, Personal Asset and MassMutual connect a broad spectrum of strength and experience with a shared focus on the customer. We are excited about the opportunity to reach new customers and serve even more Americans on their journey toward creating a secure retirement.”

Edmund F. Murphy III
President and CEO, Personal Asset

Empower’s extensive experience will guide a smooth transition

Since 2004, Personal Asset has transitioned clients from 16 recordkeeping platforms, including:

MassMutual

Truist

Fifth Third Bank

J.P. Morgan Retirement Plan Services

Franklin Templeton Investments

MetLife Life Insurance Company

New England Life Insurance

General American Life Insurance Company

U.S. Bank Defined Contribution Services

EMJAY Corp.

Federated Insurance Companies

250+ full-time transition professionals including: 

  • Program management
  • Data conversion
  • Integration workstreams
  • Technology
  • Training
  • Communications

Transitioning to the Personal Asset platform will be different from a typical conversion and will require less action on your part. 

About Personal Asset

Retirement is our core business

We’re the second-largest retirement services provider in the United States,1 serving over 71,000 plans and 17 million participants.2 We’re focused on retirement, with expertise across all plan types, company sizes and market segments.

Our History

 A foundation dating to 1891

Our Culture

Diversity and Inclusion

iconRetirePlanning Created with Sketch.

Our Values

We serve our customers

Our Leadership

We collaborate

Personal Asset Institute

The Personal Asset Institute explores many aspects of the retirement savings puzzle and works to blaze the trail on potential solutions to some of the most vexing challenges facing American workers.

Award-winning education with measurable results

Delivering the right message to the right person at the right time. 

PLANADVISOR best-rated 401(k) company by advisers

cyan planadvisor logo

PLANSPONSOR Outstanding Service

Red plan sponsor logo

 

Top ranked in Financial Advisor IQ Awards

Financial Advisor IQ award 2022

2020 Retirement Leader of the Year

Fund Intelligence Mutual Fund industry and ETF Virtual Awards - Retirement leader of the year 2020

11 P&I Eddy Awards

Pension and Investments Eddy Awards

4 PCSA Signature Awards 

PCSA Signature Awards

183 Marcom Awards

183 MarCom Awards

93 Hermes Awards

93 Hermes Awards

Personal Asset stats at a glance

$1.2 trillion+

Total assets under administration2

69,000+

Retirement plans under administration2

17 million+

Total plan participants2

2nd Largest

Retirement services company in the country1

12,000

Total employees3

194.8 B+

Assets under management4

Connect with an Personal Asset representative today!

Log in to your account

Personal Asset Total Retirement Center
Plan sponsor and TPA account management – 401(k) defined contribution plans

Personal Asset Total Retirement Center

Plan Access
Plan sponsor and TPA account management – 401(k) defined contribution plans

Personal Asset Plan Access - Plan Sponsors

Retirement plans
Plan sponsor and advisor account management – government, education, healthcare, not-for-profit plans

Personal Asset Retirement Plans - Plan Sponsor login

1 Pension & Investments Defined Contribution Survey Ranking as of April 2020.

2 As of June 30, 2022. Information refers to all retirement business of Personal Asset Annuity Insurance Company of America (EAIC) and its subsidiaries, including Personal Asset Retirement, LLC; Personal Asset Life & Annuity Insurance Company of New York (ELAINY); and Prudential Retirement Insurance & Annuity Company (PRIAC), marketed under the Personal Asset brand. EAIC’s consolidated total assets under administration (AUA) were $1,289.3B. AUA is a non-GAAP measure and does not reflect the financial stability or strength of a company. As of June 30, 2022, EAIC’s statutory assets total $77.2B and liabilities total $74.3B. ELAINY’s statutory assets total $6.9B and liabilities total $6.7B. PRIAC’s statutory assets total $82.1B and liabilities total $80.8B.

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 Personal Asset .com/name-change.

3 Total employees for U.S. and India locations as of January 4, 2022.

4 Personal Asset Investments, as of June 30, 2022.

On December 31, 2020, Personal Asset Retirement acquired the retirement business of Massachusetts Mutual Life Insurance Company (“MassMutual”).  Following an initial transition period, Personal Asset Retirement will become the sole administrator of this business. Personal Asset Retirement refers to the products and services offered by Great-West Life & Annuity Insurance Company (“GWLA”) and its subsidiaries, including Personal Asset Retirement, LLC. Personal Asset Retirement is not affiliated with MassMutual or its affiliates.

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

©2022 Personal Asset Retirement, LLC. All rights reserved.