Examples of Advised Assets in a sentence
If Advised Assets Group, LLC provides services to the Plan under an agreement with Plan Sponsor, it may be a fiduciary and Registered Investment Advisor to the Plan to the extent provided in such agreement.
GWFS is an affiliate of Empower Retirement, LLC; Great-West Funds, Inc.; and registered investment advisers, Advised Assets Group, LLC and Personal Capital.
If you prefer to make your own investment decisions and not participate in this service, simply select the Select My Own Investment Options box and enter your investment instructions in the Investment Option Information section.My Total Retirement:By checking this box, I elect to have my account professionally managed by Advised Assets Group, LLC until such time as I cancel my enrollment in the service.
Retirement products and services provided by Great-West Life & Annuity Insurance Company, Corporate Headquarters: Greenwood Village, CO; Great-West Life & Annuity Insurance Company of New York, Home Office: New York, NY, and their subsidiaries and affiliates, including GWFS and registered investment advisers Advised Assets Group, LLC and Great-West Capital Management, LLC.Underutilized Amounts Worksheet for Special §457 Catch-UpBegin with the first year you became eligible to participate in this Plan.
The site is included in the list of sites for residential allocation currently under consideration by Maidstone Borough Council through the Regulation 19 consultation started in 2016 following a Call for Sites as part of the Local Plan review providing approximately 25/30 units.
GWFS is affiliated with Great-West Funds, Inc.; Great-West Trust Company, LLC; and registered investment advisers Advised Assets Group, LLC and Great-West Capital Management, LLC, marketed under the Great-West Investments™ brand.Underutilized Amounts Worksheet for Special §457 Catch-UpBegin with the first year you became eligible to participate in this Plan.
Our firm will also continue to offer a “Legacy Base” annual retainer of three hundred dollars ($300) for clientele with less than sixty thousand dollars (<$60,000) in Advised Assets that also previously engaged with Southwestern Advisory Group, a financial advisory practice of Ameriprise Financial Services, Inc., and/or Southwestern Retirement Plan Services.
For all retail client engagements, Advised Assets will be mutually defined, and documented below, by calculating the Client(s) total net worth LESS their primary residence and any privately held business(es) in which they are directly involved in the day-to-day leadership, management or operations.
For the purposes of this Agreement, Advised Assets will be mutually defined, and documented below, for all business, institutional and non-profit engagements.
Seed may be planted in late fall or winter (dormant seeding), preferably with a light snow cover.