AAG’s Optimal Plan Management SolutionsSM provide plan sponsors and the committees to which they report with fiduciary protection through a solid, financially sound approach to investing. These solutions were developed to ensure that your plan’s investment array first covers the major asset classes. From there, AAG strives to ensure that the investment options in each asset class post solid
performance against their relative peers.

AAG can provide you with a number of key advantages as your designated investment expert, including:

  • For ERISA plans, AAG is subject to ERISA fiduciary standards.
  • Our ongoing access to portfolio managers enables us to meet regularly to conduct qualitative review regarding on-going strategy and performance analysis.
  • AAG’s team of highly qualified, Series 65 licensed investment advisers have extensive and in-depth experience in consulting on investments to defined contribution plan fiduciaries. The team's skills and expertise reflect a wide range of designations, including Chartered Financial Analyst and Certified Employee Benefit Specialist, among others.
  • As a separately governed, but wholly owned subsidiary of Great-West Life & Annuity Insurance Company (GWLA), AAG has access to participant trends and industry data against which we can evaluate your plan. AAG is governed by a separate board of managers independent of GWLA and is paid only for those services it provides, irrespective of investment products offered in a plan.