Investment Managers
GBA Retirement Services, Inc. contracts with first class service providers for managing the investments of the Trust.
The LifeStyles Portfolios offered through Reliance Trust Company under the GBA Retirement Plans give your company a unique alternative specially designed for 401(k) Plans. There are five different mutual fund portfolios offered, ranging from the very conservative portfolio, Current Income, to the most aggressive portfolio, Aggressive Appreciation. Each participant using this option under the Plan would choose the LifeStyles portfolio best suited for his or her risk level and time horizon before retirement. Reliance actively manages the mix of mutual funds within each portfolio, thereby reducing the burden and guesswork for the participant. In addition, Lifestyles are rebalanced quarterly back to original asset allocations determined for each portfolio.
For participants who choose to self direct their asset allocation mix, there are 12 Asset Class Funds offered in which a participant may choose their own asset allocation. Reliance chooses the mutual fund that is used for each asset class and reviews the funds frequently to determine if a mutual fund is meeting the requirements set by Reliance.
There are also two mutual funds managed by Atlanta Capital Management that are offered under the self-directed options. Participants have access to:
- Eaton Vance Atlanta Capital Large Cap Growth Fund
- Eaton Vance Atlanta Capital SMID Cap Fund
Atlanta Capital also currently manages some of the assets under the GBA Defined Benefit Pension Trust.
Click for more information about Reliance Trust Company.
Click for more information about Atlanta Capital Management.
Follow the links at the left to learn more about the retirement plans and service providers available through GBA Retirement Services, Inc.
If you are a current participant of the GBA Plan, please log on to ABG's participant site to view your account.
Questions? Email the Webmaster.
Retirement Trust Staff