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Investment
Selection Solutions
The Power of PartneringSM Builds Confidence
More than ever, plans need to
develop and maintain a fiscally sound, prudently managed investment
program as part of an effective defined contribution plan.
Great-West Retirement Services®
provides a powerful partnership of a registered investment
adviser, mutual fund families and investment managers brought
together on the plans behalf.1
Independent and Objective Due Diligence Process
| Great-West Retirement
Services supports a plans ongoing fiduciary role
by assisting with: |
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Investment Policy Statement, |
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Prudent investment selection, |
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Initial and ongoing investment
procedures |
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Objective and quantifiable
fund performance review. |
Broad, Flexible Investment Choices
| We enable retirement
plans to provide a diversified investment portfolio: |
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Funds researched and selected
by Advised Assets Group,
LLC (AAG), a wholly owned subsidiary of Great-West
Life &
Annuity Insurance Company and an independent investment
adviser registered with the Securities and Exchange
Commission (SEC). |
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AAG researches, selects
and monitors the options from a universe of thousands
of mutual funds. |
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We provide access to fund-of-funds
profiles, a self-directed brokerage account2
and fixed investment options. |
User-Friendly Advice for Plan Participants
| Great-West Retirement
Services connects participants to credible, independent
advice from AAG: |
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Online investment advice is
offered through AAG.3 |
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Additional Web-based guidance and
self-service retirement planning tools are available through
Great-West Retirement Services. |
1Great-West Retirement Services® refers to products
and services provided by Great-West Life & Annuity Insurance Company and First
Great-West Life & Annuity Insurance Company. Great-West Life & Annuity Insurance
Company is not licensed to do business in New York. Products are sold in New
York by its subsidiary, First Great-West Life & Annuity Insurance Company, White Plains,
New York.
Securities, when offered, are offered through GWFS Equities, Inc., a wholly owned
subsidiary of Great-West Life & Annuity Insurance Company and an affiliate of
First Great-West Life & Annuity Insurance Company.
2Self-directed brokerage accounts are not offered by GWFS Equities, Inc.
3Managed
account, guidance and advice services are offered by Advised
Assets Group, LLC, (AAG) and powered by Ibbotson Associates.
Both AAG and Ibbotson Associates are federally registered
investment advisers. Securities, when offered, are offered
through GWFS Equities, Inc. AAG and GWFS Equities, Inc.
are wholly owned subsidiaries of Great-West Life & Annuity
Insurance Company.
GWFS Equities, Inc. is an affiliate of
First Great-West Life & Annuity Insurance Company,
White Plains, New York. Great-West Life & Annuity Insurance
Company is not licensed to conduct business in New York.
Products are sold in New York by its subsidiary, First
Great-West Life & Annuity Insurance Company. Representatives
of GWFS Equities, Inc. are not registered investment advisers,
and cannot offer financial, legal or tax advice. Please
consult with your financial planner, attorney and/or tax
adviser as needed. Ibbotson Associates is not affiliated
with GWFS Equities, Inc., Great-West Life & Annuity
Insurance Company, First Great-West Life & Annuity
Insurance Company or Advised Assets Group, LLC.
Great-West Retirement Services®, KeyTalk®, The Power of PartneringSM and the Partnership Logo are service marks of Great-West Life & Annuity Insurance Company. All rights reserved.
Access to Plan Service Center may be limited or unavailable during periods of
peak demand, system upgrades/maintenance, or other reasons.
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