Trustee & Custodial Services

Great-West Trust Company, LLC (Great-West Trust) provides a full complement of trustee and custodial services to ensure the timely and accurate administration of retirement plans, quality participant support, flexible reporting, and streamlined regulatory compliance.

Trustee and custodial services for retirement plans and accounts include the following:1

  • Processing contributions and distributions
  • Holding title to the assets and providing for the safekeeping of assets of the trust or custodial account
  • Investing assets and making transfers among investment vehicles
  • Withholding taxes on distributions and remitting taxes to appropriate taxing authorities
  • Making, executing, and delivering documents to carry out trusteeship or custodianship duties
  • Generating the required financial reporting

Services include:

  • Custodial Services
  • Trustee Services
  • Great-West Trust Company, LLC (Great-West Trust) provides trustee or custodial services to more than 19,000 employer-sponsored retirement plans and 84,000 IRAs, representing more than $252 billion in assets.2

1 Services are delivered through affiliated entities.

2 As of December 31, 2017.