EMPOWER Retirement™
On Thursday, October 30, the combined retirement organization of Great-West Financial, Putnam Retirement and GreatWest Financial Retirement Plan Services (formerly J.P. Morgan Retirement Plan Services) announced its new brand for the
retirement business: EMPOWER RetirementTM.
This illustration is designed to help you better understand how the Empower Retirement brand will be introduced over
the next few months. Additional detail is available in this Q&A.
What changes?
WEB SITE
BRAND
• New Empower
Retirement logo
• Empower Retirement
Day 1 announcement
• Updated disclosures
FINANCIAL EDUCATION
PRESENTATIONS
PRINT
WEB SITE
(participant Website)
(account statements)
• Participant message about
EMPOWER Retirement
name change (to be
mailed in January 2015)
• Coming Soon message
and Q&A
DECEMBER 18, 2014
PRINT
(confirms, acknowledgements,
and campaign materials)
• New EMPOWER Retirement
logo and updated disclosures
DECEMBER 31, 2014
SERVICE CENTER AND VOICE
RESPONSE UNIT (VRU)
• New representative greeting
• New voice response greetings
"Welcome to EMPOWER Retirement."
JANUARY 1, 2015 - JANUARY 5, 2015
• New EMPOWER Retirement
design
• New branding complete
(representing integration
of Great-West Financial Retirement
Plan Services (formerly J.P. Morgan
Retirement Plan Services), GreatWest Financial and Putnam
retirement businesses)
PRINT
(account statements)
• New EMPOWER Retirement logo
and updated disclosures
MARCH 31, 2015
What doesn't change?
www.
Your account telephone number
Your Service Center contact hours
How your account is invested
Your account Web site address
How your account is serviced
Any of your pending transactions including
loans, hardship withdrawals or distributions
This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for investment, accounting, legal or tax advice.
Empower RetirementTM refers to the products and services offered in the retirement markets by Great-West Life & Annuity Insurance Company (GWL&A), Corporate Headquarters: Greenwood Village, CO; Great-West Life & Annuity
Insurance Company of New York, Home Office: White Plains, NY; and their subsidiaries and affiliates. The trademarks, logos, service marks, and design elements used are owned by GWL&A. ©2014 Great-West Life & Annuity Insurance
Company. All rights reserved. •PT 215420 (12/2014)
New look, new name!
We recently announced that our retirement organization — has a new name: EMPOWER RetirementTM.
You’re going to start seeing our new look and new name beginning January 5, 2015, when you call our service center, check your account
on the Web or receive communications.
We have updated questions and answers below to help you better understand how this change may impact you.
What’s changing
Q:
A:
Why are you introducing a new name?
We believe our customers deserve a retirement company far better than what is available today. By combining three
organizations — Great-West Financial Retirement Plan Services (formerly J.P. Morgan Retirement Plan Services), Great-West
Financial and Putnam Retirement — under one company and name, we’ll be able to create premier retirement solutions for
customers that surpass what each of these firms did individually.
Q:
A:
Why was EMPOWER chosen as the name of the new organization?
The name EMPOWER was selected because it demonstrates a commitment to empowering individuals to take charge of their
own retirement future, and a spirit of confidence, partnership and progress. EMPOWER has a unique vision of the future of
retirement. We define success as helping people like you work toward replacing – for life – the income they earned while working.
Q:
A:
When will incorporating the new look and name for the new organization be completed?
Starting in January, you’ll see our new name and look on your plan account’s Web site, when you call the service center and on
many of the communications about your plan. The update is expected to be completed by March 2015. New materials will be
created over the coming months and we will work with your plan sponsor to build a comprehensive plan to communicate all
changes related to the new name to you.
What isn’t changing?
Q:
A:
How will the new name and look impact my service and my account(s)?
There is no change to how your plan account is serviced and there is nothing you need to do.
Q:
A:
Will the number I call for my retirement plan questions change?
No. You will use the same phone number you used previously, but our service center representatives and automated telephone
line will answer with a friendly, “EMPOWER Retirement.” You will still have access to your account 24 hours a day, seven days a
week.* Representatives are available to answer your questions Monday through Friday between 7 a.m. and 8 p.m. Central time.
Q:
A:
Will the Web site address I go to for my retirement plan account change?
No. Your account Web site address remains the same and you will continue to have access to your account 24 hours a day,
seven days a week.
Q:
A:
Does this mean my funds will change?
There will be no impact to your plan’s fund lineup as a result of this change, and your account will remain invested as you have
directed. Any changes to your investment lineup will be made at the direction of your company.
Q:
A:
What’s going to happen to my money? Is it safe?
This change does not impact your account and there is nothing you need to do as a result of it. Your account is held in a trust
separate from the general assets of your company and your retirement plan service provider. This trust is set up for the sole
* Access to the voice response system and/or any website may be limited or unavailable during periods of peak demand, market volatility,
systems upgrades/maintenance or other reasons.
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benefit of plan participants like you and your beneficiaries, as required by the Employee Retirement Income Security Act (ERISA).
These assets are not subject to claims from creditors.
Q:
A:
What happens now when I make transactions in my account?
There have been no changes to the way you make transactions in your account. You can continue to conduct any transactions
allowed under your plan’s rules via your plan’s Web site or the Call Center.
Q:
A:
Has my organization been made aware of the announcement?
We’ve notified all organizations for which we provide administrative services. Your company may also provide information to you
internally, but we encourage you to continue to contact us for any questions you may have about your individual account or your
company’s overall retirement plan.
Back to Illustration
This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for investment, accounting, legal
or tax advice.
Core securities, when offered, are offered through GWFS Equities, Inc. and/or other broker dealers. GWFS Equities, Inc., Member FINRA/SIPC,
is a wholly owned subsidiary of Great-West Life & Annuity Insurance Company.
Empower RetirementTM refers to the products and services offered in the retirement markets by Great-West Life & Annuity Insurance Company
(GWL&A), Corporate Headquarters: Greenwood Village, CO; Great-West Life & Annuity Insurance Company of New York, Home Office: White Plains,
NY; and their subsidiaries and affiliates. The trademarks, logos, service marks, and design elements used are owned by GWL&A.
PT 215420 (12/2014)
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