Comprehensive support for your financial well-being

Schneider Electric recognizes that everyone has different needs — especially when it comes to your money and your future. So, we provide different ways to help you plan for your financial well-being.

Company-paid Comprehensive Financial Planning

Whether you are nearing retirement or just starting your career, a comprehensive personal financial plan can help you manage your financial objectives with confidence — now and in the future. That’s why Schneider Electric offers you a Company-paid Comprehensive Financial Planning service at no cost to you.

Your Certified Financial Planner (CFP) from Empower will work with you to create a long-term plan to help achieve your financial goals. You’ll meet with your Empower CFP to share your financial details and discuss your goals. Then, your CFP will help you build an in-depth plan with action items to help meet your future needs. This service is not sales or commission based.

Learn more on Rewards@Schneider or call 833-738-7473.

Money coaching and more through My Secure Advantage (MSA)

MSA can help you be money smart at every stage of life. A professional MSA coach will give you unbiased advice so you can make better decisions about spending, saving and investing. You pay nothing to use this service, which includes money coaching, identity monitoring and a financial assessment.

MSA advisors and coaches are financial advisors only. MSA will give you all the facts and help you weigh the pros and cons when looking into different options — for example a 529 college savings plan vs another savings account. However, they will not be able to make a recommendation.

Learn more and sign up for MSA money coaching at se.mysecureadvantage.com or call 888-724-2326.

Certified Financial Planning or MSA?

Not sure which to use? The chart below can help you select which is best for your needs. But first, know that both services are strictly here to help you on your financial journey. You pay nothing for either service, and neither Empower nor MSA earns a commission for their services.

You have access to unlimited appointments and these services are confidential (meaning they won’t share your information with Schneider Electric).

Empower Comprehensive Financial Planning

My Secure Advantage (MSA)

Acts as a fiduciary when providing financial planning services* Incorporates all of your accounts, assets and liabilities into one financial view Reviews retirement savings, income strategies and projections Helps with budget and debt management Evaluates insurance needs (such as life, long-term care, disability) Assesses current tax decisions to help prepare for retirement Determines best education savings options for you

Gives you the facts and helps you weigh the pros/cons of various financial scenarios Looks at your day-to-day finances Helps you build financial skills Helps you establish and/or improve your credit score Offers a tax coach for tax preparation and questions Provides guidance for specific life events and goals, such as buying a house Helps monitor cash flow and create a budget using budgeting software

* This can include, but is not limited to, contribution types (traditional vs. Roth), recommended investment amounts or percentages and other strategies. Portfolio investment guidance is not permitted outside of the Schneider Electric 401(k) Plan, though general asset allocation education is provided as part of the holistic financial review.