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Plan
Design and Compliance Solutions
The Power of PartneringSM Benefits You
We understand the reality:
retirement plans are just part of Great-West Retirement Services® partner’s day-to-day world. Great-West Retirement Services
or a Plan's Third Party Administrator (TPA) can take the lead
in designing a retirement plan that will keep in step with
ongoing needs and shoulder the burden associated with legislative
changes.1
Administrative Services
| Offers plan
administration choices: |
| • |
Great-West Retirement
Services and/or the TPA can provide full services. |
Initial and Ongoing Plan Design Consulting:
| Provides consulting
throughout all phases: |
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Initial plan design. |
| • |
Ongoing assistance including
pension reform changes. |
Comprehensive Compliance Testing and
ERISA Compliance Services
| Offers valuable
services offered by industry professionals: |
| • |
IRS/DOL plan testing and
compliance counseling. |
| • |
Plan documents, summary
plan descriptions and policies. |
Plan Reporting
| Offers appropriate
plan documentation services: |
| • |
Includes 5500
and Summary Annual Report. |
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.
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