the power of partnering
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 plan’s behalf.1

Independent and Objective Due Diligence Process
Great-West Retirement Services supports a plan’s ongoing fiduciary role by assisting with:
Investment Policy Statement,
Prudent investment selection,
Initial and ongoing investment procedures
Objective and quantifiable fund performance review.

Broad, Flexible Investment Choices
We enable retirement plans to provide a diversified investment portfolio:
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).
AAG researches, selects and monitors the options from a universe of thousands of mutual funds.
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:
Online investment advice is offered through AAG.3
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 Great-West Life & Annuity Insurance Company of New York. Great-West Life & Annuity Insurance Company is not licensed to do business in New York. Products are sold in New York by its subsidiary, Great-West Life & Annuity Insurance Company of New York, 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 Great-West Life & Annuity Insurance Company of New York.

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 Great-West Life & Annuity Insurance Company of New York, 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, Great-West Life & Annuity Insurance Company of New York. 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, Great-West Life & Annuity Insurance Company of New York 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.

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