Great-West Life Files Trademark for Dynamic Retirement Manager

In December 2025, Great-West Life & Annuity Insurance Company initiated a strategic move by filing a trademark application for "DYNAMIC RETIREMENT MANAGER." The public disclosure was made on December 9, under serial number 87391173. This application falls under international trademark classifications 035 and 036, signaling a significant step in the company’s expansion of its financial services portfolio, particularly focusing on industry-specific regulatory compliance requirements and sophisticated retirement management solutions.

This trademark is tied to a range of financial services aimed at institutions, government agencies, and employers. The offerings include financial record-keeping for defined contribution and defined benefit plans, streamlined enrollment processing, and comprehensive administration of employee pension plans. Additionally, it covers the management of health savings and investment funds, alongside mutual fund investment services. Designed to meet rigorous regulatory compliance, the application also supports an interactive website and an information database, enhancing accessibility for employer-sponsored retirement plans. Notably, these offerings explicitly exclude arenas like insurance, real estate, banking, and venture capital.

Rachel A. Rice, based at 8525 E. Orchard Road, Greenwood Village, Colorado, filed this key application. This initiative is part of Great-West Life & Annuity's broader strategy to improve retirement solutions for institutional clients, mirroring industry trends towards cutting-edge financial management tools tailored to meet specific sector needs. As the company navigates the evolving landscape, emphasis on compliance and innovative financial administration signifies its commitment to enhancing service offerings for clients in this dynamic market.