Fiduciary Considerations

GAA has carefully crafted tools and resources into the Great American Fund Connection platform to help plan sponsors meet their fiduciary duties. GAA facilitates compliance with Department of Labor, Internal Revenue Service and ERISA rules related to retirement plans.

GAA applies rigorous screening and evaluation techniques to develop a quality list of Core Funds, Target Maturity Funds and Target Risk Portfolios for each plan. GAA considers many factors, including; long-term performance, management style, objectives, consistency and expenses when evaluating funds for each plan.

Our Fiduciary Commitment
In order to assure unbiased advice we take external factors that may effect fund selection out of the equation. If a selected fund pays to GAA 12b-1 fees, revenue sharing or other service fees GAA will credit those fees back to plan participants lowering their net fund expenses.