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Investment Information

A wide array of core investment options is available through your Plan. Each option is explained in further detail below. Investment option information is also available through the voice response system toll free, at (877) 313-2262.

Fund Overview – Provides the investment objective, holdings, a breakdown of the fund's assets by industry, the risk level, and the fund manager for each of your available investment options.

Fund Performance – Lists all of the available investment option returns for: year to date, one year, three years, five years, 10 years or since inception.

Online Prospectuses – The most up-to-date regulatory documents associated with your Plan, including fund prospectuses, annual reports and semi-annual reports.

Your Plan offers access to three different levels of investment advisory tools and services called Empower Retirement Advisory Services (Advisory Services) offered by Advised Assets Group, LLC (AAG), a registered investment adviser. With the Managed Account service, you can have AAG manage your retirement account for you. Or if you prefer to manage your retirement account on your own, you can use the Online Investment Guidance tool and Online Investment Advice service. Advisory Services provide a retirement strategy based on your investment goals, time horizon and tolerance for risk.

There is no guarantee that participation in any of the advisory services will result in a profit or that the account will outperform a self-managed portfolio invested without assistance.

What fees do I pay to participate in Advisory Services?
While there is no cost to use Online Investment Guidance, there is a $25 annual fee, assessed at $6.25 quarterly, for Online Investment Advice. If you choose to have AAG manage your account for you, the annual Managed Account service fee will be based on a percentage of your account balance, as follows:

Participant Account Balance
Annual Managed Account Service Fee
Less than $100,000
Next $150,000
Next $150,000
Greater than $400,000

For example, if your account balance is $50,000, the maximum annual fee will be 0.45% of the account balance. If your account balance is $500,000, the first $100,000 will be subject to a maximum annual fee of 0.45%; the next $150,000 will be subject to a maximum annual fee of 0.35%; the next $150,000 will be subject to a maximum annual fee of 0.25%; and any amounts over $400,000 will be subject to a maximum annual fee of 0.15%.

Please note that the Managed Account service fee is typically listed as an annual fee, but the fee is assessed quarterly.

How can I get assistance with a retirement income strategy?
When you participate in any of the Advisory Services options (Online Investment Guidance, Online Investment Advice or the Managed Account service), you are provided with the added benefit of Spend-Down Advice at no additional charge, which helps you determine how much to withdraw from each of your retirement accounts each year during retirement.

How do I enroll in Advisory Services?
Log in to this website and select Advisory Services, or call the voice response system toll free at (877) 313-2262 for more information. Please note that enrollment is not required for Online Investment Guidance. It is available to use at no additional cost.

Advised Assets Group, LLC is a registered investment adviser and wholly owned subsidiary of Great-West Life & Annuity Insurance Company.

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