Tailored to the unique needs of
employer-sponsored retirement plans.
Designed exclusively for qualified retirement plans.
Learn more about Great-West Trust's innovative approach to collective investment trusts
A CIT is a trust created and administered by a bank or trust company that commingles assets from multiple clients. A CIT is not registered with the Securities and Exchange Commission (SEC), therefore it is not subject to the Investment Company Act of 1940. A CIT is, however, subject to banking regulations.
Great-West Trust CITs are designed exclusively for the qualified retirement plan market. Great-West Trust CITs include both actively managed and passively managed (index) underlying options, allowing qualified retirement plans to benefit from the strengths of both investment approaches.
Through its affiliation with Great-West Life & Annuity Insurance Company (GWL&A), Great-West Trust also offers the scale, experience, and expertise to help plan sponsors meet their fiduciary obligations and help participants prepare for a more financially secure retirement. Some of the key advantages of this relationship include the following:
With the Great-West Financial® family of companies, you're accessing a highly experienced asset management firm:
1 As of December 31, 2016. Information refers to the entire retirement business of Great-West Life & Annuity Insurance Company and its subsidiaries, including Great-West Life & Annuity Insurance Company of New York (GWL&A of NY). Of the total $476.1B, $9.6B represents AUA of GWL&A of NY. AUA does not reflect the financial stability or strength of a company. As of December 31, 2016, Great-West Life & Annuity Insurance Company's assets total $60B and liabilities of $58B. As of the same date, GWL&A of NY's assets total $2.0B and liabilities of $1.9B.
2 Provided by Spectrem Group and shows the new DC provider ranking by participants through 8/31/14.The Great-West Financial total includes participants acquired through the JP Morgan acquisition, and now ranks #2, with 6.97MM PPTs.
3 As of December 31, 2018.