the power of partnering
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:
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 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.

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