ASAE: The Center for Association Leadership is committed to providing truly exceptional offerings, services, and essential tools that make you and your organization more successful. That’s why we’ve examined the retirement marketplace, done careful due diligence, and assembled a team of retirement industry experts to deliver the ASAE Retirement Trust’s valuable services at competitive prices:
Global Trust Company (GTC)
GTC is one of the largest independent providers of trustee services overseeing $25 Billion in trust assets.
With over 250 years in combined ERISA and retirement plan experience, GTC delivers a robust product set including fiduciary oversight and regulatory compliance.
Provides fiduciary oversight and administrative services for the ASAE Retirement Trust.
GTC is the trust subsidiary of Northeast Retirement Services, Inc. (“NRS”). NRS provides institutional trust product administration for both nonprofit and Fortune 500 corporate retirement plans. GTC is recognized as one of the industry's leading providers of trust product administration and reporting services to the global institutional retirement marketplace.
Best value for price (five years in a row)
"Best overall service for micro and small plans"
PLANADVISOR Magazine, 2015
Provides an award-winning, dedicated service team to give individualized attention to your plan as well as recordkeeping services.
In all, Empower provides 401(k), 401(a), 403(b), and 457 and other retirement plan services to more than 33,000 plans representing over 7.5 million participant accounts and more than $394 billion in assets1.
1 As of 9/30/2015. 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 394B, $3.9B represents AUA of GWL&A of NY. AUA does not reflect the financial stability or strength of a company. As of 09/30/2015, Great-West Life & Annuity Insurance Company's assets total $57.5B and liabilities of $55.5B. As of the same date, GWL&A of NY's assets total $1.7B and liabilities of $1.6B.
Association Investment Advisory Solutions (AIAS)*
A part of a network of advisors that represent over $30B in assets under advisement
Founding member of the National Association of Plan Advisors (NAPA)
Provides independent investment selection, monitoring, and replacement in accordance with a fully designed investment policy statement, as well as a total cost analysis of all fees and expenses related to your plan.
AIAS, an Accredited Investment Fiduciary, is an independent financial advisory firm with a history of serving associations and nonprofits and a deep commitment to helping organizations pursue and achieve their financial goals.
*Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kesra AS), an affiliate of Kestra IS. Association Investment Advisory Solutions is not affiliated with Kestra IS or Kestra AS.