InformationTitleInterface Guide & Setup - Empower Retirement (Plan-level) - EXTERNALDescriptionBodyEmpower Retirement Plan-Level Interface Setup Instructions Complete Authorization Letter The broker-dealer or RIA firm must complete the Empower Authorization Form. To download the letter as a Word file, click the from the preview page within the link. Contact Empower Attach the completed authorization form in an email using the below template. To: intermediary_analytics@empower.com CC: robert.thrasher@empower.com Message: Please accept this email and the corresponding letter as authorization to begin sending data to Orion Advisor Technology from our firm's Empower Retirement Insurance & Annuity data. Please notify sme-data@orion.com when the request has been processed, including our firm name and the unique firm name/ID (parent firm name) that will be present in our firm's file sets. Submit a Support Case to Orion Support Service Team: Reconciliation (If you are working directly with the Onboarding team, select Onboarding as the Support Service Team instead)Advisor #: populate with your firm's Orion advisor numberSubject: New Empower Retirement Plan-Level feed - [insert firm name]Description:We have contacted Empower to request a new feed of our data to Orion. Please initiate an internal process to prepare this feed for our database. Unique Firm ID: [to be sent to sme-data@orion.com from Empower]Do you intend to share this feed with any other database(s) in Orion? YES or NO (If yes, please explain)Three Sample Accounts: [enter three account numbers expected in the feed]Rep Assignment: If there is a representative you would like automatically assigned to this feed, provide the Orion Rep ID (located in Firm Profile > Representatives) and the name.New Accounts Process: Auto-Add or Auto-Exclude Click Submit Interface Notes Requests not completed within 60 days are subject to cancellation. Custodial delays and other special circumstances may allow for more time as necessary.Please Note: Data cannot be applied to your database until Orion receives the notification from Empower.IMPORTANT NOTE: Orion does not receive Transaction activity. Orion receives Positions only on a monthly basis.This feed does contain name files, so accounts can be created automatically through the feed.Rep Mapping and Auto-Householding are available.This download format is not eligible for sleeving.Approximate time to complete: 21-28 business days once Orion receives all applicable information Internal Tracking InfoURL NameInterface-Guide-Setup---Empower-Retirement-Plan-leveL---EXTERNAL