About Us

Who is Great-West Trust Company, LLC (Great-West Trust)?

Great-West Trust provides trustee and custodial services to employer-sponsored retirement plans such as 401(k), 401(a), 457, and 403(b) plans, as well as individual retirement accounts (IRAs)1. Retirement plans serviced by Great-West Trust include those sponsored by corporate and governmental entities.

As a well-established industry presence, Great-West Trust provides trustee or custodial services to more than 17,000 employer-sponsored retirement plans and 106,000 IRAs, representing more than $205 billion in assets2. Great-West Trust has been a provider of trustee and custodial services for more than 18 years.

Great-West Trust is a Colorado state-chartered trust company and a wholly owned subsidiary of Great-West Life & Annuity Insurance Company.

Great-West Trust is regulated by the Colorado Division of Banking and provides quarterly reports to and is subject to periodic examinations by the Colorado Division of Banking. It is also subject to minimum capital requirements determined by the Colorado Division of Banking, and maintains a financial institutional bond, as well as a banker's professional liability (error and omissions) policy.

About Great-West Financial®

Drawing on more than a century of experience, Great-West Financial helps millions of Americans and their companies and employers build greater financial security. Our offerings range from retirement savings products and services to individual annuities and life insurance and business-owned life insurance products.

Headquartered in metro Denver, we serve customers nationwide through offices around the country. We market our solutions and services through our nationwide network of direct sales professionals, brokers, consultants, advisors, third-party administrators and financial institutions.

Our Mission

Our Mission embodies what Great-West Financial® stands for as an organization. It is representative of the purpose we serve for our clients and partners. Our Mission is:

To lead the way toward a financial future of independence, enjoyment and success.

Our Values

Our Values at Great-West Financial are a set of core beliefs and principles that guide our conduct as well as our relationships with our clients, partners and the outside world. They are a reflection of who we are as a company. Our values are:

Partnership.
When we work together, there's nothing we can't achieve.

Integrity.
Honesty, fairness and accountability are at the center of everything we do.

Commitment.
We will not waver in our attempt to achieve bright financial futures for all our partners.

Our Culture

Our Culture and Great-West Financial is made up of the collective elements we exhibit in our interactions and engagements with those we serve. They are a set of consistent behaviors we aspire toward in an effort to maintain and preserve the integrity of our Mission and Values. The characteristics of our Culture are:  

Bright
The experience and insight we share with our partners.

Optimistic
We believe in a bright financial future for our partners and our customers.

Approachable
In a true partnership, the door is always open.

Diligent
The meticulous approach we take when making a decision.

Collaborative
We achieve our goals by working together.

Dedicated
Our resolve to doing what is best for our partners and customers.

Strength and stability you can rely on

With Great-West Financial, you can feel confident that the company you partner with for your retirement plan is strong and stable – with a solid capital position and a conservative risk management approach. Our primary insurance companies, Great-West Life & Annuity Insurance Company (GWL&A) and Great-West Life & Annuity Insurance Company of New York (GWL&A of NY), have consistently received high rankings from industry sources for financial strength and operating performance.

GWL&A

A+3 A.M. Best Company, Inc.
AA4 Fitch Ratings
Aa35 Moody's Investors Service
AA4 Standard & Poor's Ratings Services

GWL&A of NY

A+3 A.M. Best Company, Inc.
AA4 Fitch Ratings
Aa35 Moody's Investors Service
AA4 Standard & Poor's Ratings Services

1 Only custodial services are available to IRAs.

2 As of December 31, 2016.

3 Superior (highest of 10 categories)

4 Very strong (second highest of nine categories)

5 Excellent (second highest of nine categories)

Ratings refer to the financial strength of our primary insurance companies, Great-West Life & Annuity Insurance Company and Great-West Life & Annuity Insurance Company of New York, and do not pertain to the performance of the underlying funds, any subsidiary or offered product. Ratings are subject to change.