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Advisory Services offered through Great American Advisors, Inc. a Registered Investment Advisor
Fiduciary Considerations
With changes to ERISA, the Pension Protection Act (PPA) and sweeping new IRS 403(b) regulations, fiduciary considerations are a major concern of Plan Sponsors. GAA has responded by carefully crafting tools and resources into the Great American Fund Connection.
Investments for each plan are carefully chosen and monitored taking into account many factors such as long-term performance, management style, investment objectives, consistency and expenses. GAA professionals apply rigorous screening and evaluation techniques to develop a list of quality funds tailored to your plan.
Our Fiduciary Commitment
In order to assure unbiased advice we take external factors that may effect fund selection out of the equation. Should a fund pay 12b-1 fees , revenue sharing or other service fees they
are credited back to either the plan or the plan participant
