Michigan National Bank
27777 Inkster Road, Farmington Hills, Mich. 48333-9065; phone: (810) 473-3545; fax: (810) 473-3094
SERVICES PROVIDED:
Investment management
Record-keeping/administration
On-going employee education
Project-based employee education
Plan design
Enrollment assistance
On-going employee communications
Toll-free, telephone voice-response system
One-on-one employee sessions
Retirement/estate planning employee seminars
A full-service bundled product is offered
800-NUMBER SERVICES:
Account balance
Account transfers
24-hour access
Live operators
Changes to contribution allocations
Loan request processing
Performance data
Fund information
Retirement planning aid
Withdrawal information
Loan modeling
Daily account valuation is offered
Defined contribution clients: 385
No. of participants in client plans: 28,000
Management services are provided through:
Proprietary mutual funds, run in-house
Commingled funds, run in-house
An alliance
Record-keeping/administrative services are supplied through:
An in-house department
Contact: Michael Zimmerlin
Milliman & Robertson
1301 Fifth Ave., Suite 1100, Seattle, Wash. 98101-2605; phone: (206) 624-7940; fax: (206) 340-1380
SERVICES PROVIDED:
Record-keeping/administration
On-going employee education
Plan design
Enrollment assistance
On-going employee communications
Toll-free, telephone voice-response system
Actuarial consulting
Non-qualified plans
A full-service bundled product is not offered
800-NUMBER SERVICES:
Account balance
Account transfers
24-hour access
Changes to contribution allocations
Loan request processing
Performance data
Fund information
Retirement planning aid
Loan modeling
Participant statements
Defined contribution clients: 2,000
No. of participants in client plans: 225,000
Record-keeping/administrative services are supplied through:
An in-house department
Contact: Lloyd Robinson
Mockenhaupt, Mockenhaupt,
Cowden & Parks
1 Gateway Center; Pittsburgh, Pa. 15222; phone: (412) 394-9396; fax: (412) 261-1207
SERVICES PROVIDED:
Investment management
Record-keeping/administration
On-going employee education
Project-based employee education
Plan design
Enrollment assistance
On-going employee communications
Toll-free voice-response system
Daily account valuation
Compliance audits
A full-service bundled product is offered
800-NUMBER SERVICES:
Account balance
Account transfers
24-hour access
Live operators
Changes to contribution allocations
Loan request/processing
Performance data
Fund information
Retirement planning aid
Defined contribution clients: 175
No. of participants in client plans: 140,000
Management services are provided through:
An alliance
Record-keeping/administrative services are supplied through:
An in-house department
Contact: Charley Kennedy
Montgomery Asset
Management
600 Montgomery St., San Francisco, Calif. 94111; phone: (415) 627- 2400; fax: (415) 627-2811
SERVICES PROVIDED:
Investment management
Toll-free, telephone voice-response system
A full-service bundled product is not offered
800-NUMBER SERVICES:
Account balance
Account transfers
Live operators
Performance data
Fund information
Retirement planning aid
INVESTMENT MANAGEMENT:
Daily account valuation is offered
Total defined contribution assets: $37 million
Defined contribution clients: 4
Management services are provided through:
Proprietary mutual funds, run in-house
Record-keeping/administrative services are supplied through:
A third-party administrator
Contact: Kevin Hamilton
J.P. Morgan Investment
Management Inc.
522 Fifth Ave., New York, N.Y. 10036; phone: (212) 837-1408; fax: (212) 837-1067
SERVICES PROVIDED:
Investment management
On-going employee education
Project-based employee education
Plan design
Enrollment assistance
On-going employee communications
Toll-free, telephone voice-response system
Daily account valuation
Participant preference model
Participant research
A full-service bundled product is offered
800-NUMBER SERVICES:
Live operators
Performance data
Fund information
Investment/retirement concepts
Account information
INVESTMENT MANAGEMENT:
Total defined contribution assets: $3.9 billion
Defined contribution clients: 57
Management services are provided through:
Proprietary mutual funds, run in-house
Commingled funds, run in-house
Individually managed portfolios
Contact: Steven J. Saner
G. Murphy & Associates
2100 Manchester, Suite 300, Wheaton, Ill. 60187; phone: (708) 682-0030; fax: (708) 682-0169
SERVICES PROVIDED:
Investment management
On-going employee education
Project-based employee education
Enrollment assistance
On-going employee communications
Support for employee investment decisions
A full-service bundled product is not offered
800-NUMBER SERVICES:
Live operators
Performance data
Retirement planning aid
Management services are provided through:
*Commingled funds, run externally
Contact: Nathaniel B. Jones
