My Total Retirement is a comprehensive, customized retirement strategy that may help your employees reach their goals.
There is no guarantee provided by any party that participation in any of the Advisory Services will result in a profit or that the related account will outperform a self-managed portfolio invested without assistance.
© 2018 Great-West Life & Annuity Insurance Company. All rights reserved.
1. Morningstar Investment Management. The Impact of the Default Investment Decision on Participant Deferral Rates: Managed Accounts vs. Target Date Funds. 2016
2, Advised Assets Group, LLC (AAG), Internal Rate of Return (IROR) All Segments Study, 2017. The participant return distribution included in this study is used to illustrate the difference between
those participants within the 90th percentile and the 10th percentile to preserve statistical integrity of the data reported. Refer to the study for additional disclosures and methodologies.
3. Morningstar Investment Management, LLC, Alpha, Beta, and Now…Gamma. August 28, 2013.
Please consider all fees for investment advisory programs before engaging an investment adviser. Investing involves risk, including possible loss of principal. Contact us for more information.
Securities offered or distributed through GWFS Equities, Inc., Member FINRA/SIPC and a subsidiary of Great-West Life & Annuity Insurance Company.
Great-West Financial®, Empower Retirement and Great-West InvestmentsTM are the marketing names of Great-West Life & Annuity Insurance Company, Corporate Headquarters: Greenwood Village, CO; Great-West Life & Annuity Insurance Company of New York, Home Office: New York, NY, and their subsidiaries and affiliates, including registered investment advisers Advised Assets Group, LLC and Great-West Capital Management, LLC.
My Total Retirement refers to the managed account services available in the Empower Retirement Advisory Services suite of services offered by Advised Assets Group, LLC, a registered investment adviser.
GWFS Equities, Inc. registered representatives may also be investment adviser representatives of GWFS affiliate, Advised Assets Group, LLC. Representatives do not offer or provide investment, fiduciary, financial, legal or tax advice or act in a fiduciary capacity for any client unless explicitly described in writing.
Unless otherwise noted: Not a Deposit / Not FDIC Insured / Not Bank Guaranteed / Funds May Lose Value / Not Insured by Any Federal Government Agency