Empower Retirement

OptionTrax is a software company that specializes in providing a user-friendly platform for managing equity compensation plans. Its platform offers a range of features, including tracking securities, monitoring new grant and participant data loads, managing grant reporting and transactions, handling restricted award reporting and transactions, calculating and tracking dividends, updating option exercise details, and facilitating settlement tax calculations. This enables clients to effectively manage their equity compensation programs and work towards their financial goals.

Prudential Financial is a leading American financial services company offering insurance, retirement, and investment management solutions to individual and institutional clients. Through its PGIM asset management arm and a broad range of insurance products, the firm serves customers across retirement plans, group and individual life insurance, annuities, and related risk products. It distributes products through proprietary and third-party channels, serving mass affluent, institutional, and international markets, with a notable presence in the United States and Japan and growth in other regions. The company focuses on pension risk transfer, retirement income, and long-term protection products, while providing third-party investment management, mutual funds, fixed income, real estate, and other asset classes. Founded in 1875 and based in Newark, New Jersey, Prudential Financial emphasizes diversification across its insurance and asset management businesses to meet diverse client needs.

Founded in 1851, MassMutual is a mutual life insurance company headquartered in Springfield, Massachusetts. It offers a range of financial services including investment management, trust services, life insurance, disability income insurance, long-term care insurance, annuities, mutual funds, and retirement products.

Personal Capital Corporation is a digital wealth management company that offers financial advisory services and innovative software solutions to help individuals manage their finances effectively. Founded in 2009 and headquartered in Redwood Shores, California, the company provides tools that allow users to monitor income, spending, and investment performance in one place. Its services include wealth management, personalized financial planning, risk assessments, and investment checkup tools. With a user base exceeding 2.5 million customers, Personal Capital combines advanced technology with expert guidance from registered investment advisors to deliver customized financial strategies aligned with clients' goals. Originally known as SafeCorp Financial Corp., the company rebranded to Personal Capital in June 2010, reflecting its commitment to enhancing personal financial management through technology.