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February 06, 1995 12:00 AM

DEFINED CONTRIBUTION DIRECTORY

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    Laughlin Group of Cos.

    8305 S.W. Creekside Place, Beaverton, Ore. 97005; phone: (800) 929-4427; fax: (503) 526-5462

    SERVICES PROVIDED:

    -Investment management

    -On-going employee education

    -Project-based employee education

    -Enrollment assistance

    -On-going employee communications

    -Non-qualified employee benefit solutions

    -Full custom enrollment support

    A full-service bundled product is not offered

    INVESTMENT MANAGEMENT:

    -Total defined contribution assets: $4.8 billion

    Contact: Michael Denton

    Lord, Abbett & Co.

    767 Fifth Ave., New York, N.Y. 10153-0203; phone: (800) 426-1130; fax: (212) 888-4405

    SERVICES PROVIDED:

    -Investment management

    -Record-keeping/administration

    -On-going employee education

    -Project-based employee education

    -Plan design

    -Enrollment assistance

    -On-going employee communications

    -Customized enrollment materials

    -Unbundled service

    A full-service bundled product is offered

    800-NUMBER SERVICES:

    -Account balance

    -Account transfers

    -24-hour access

    -Live operators

    -Loan request/processing

    -Performance data

    -Fund information

    -Retirement planning aid

    INVESTMENT MANAGEMENT:

    -Daily account valuation is offered

    -Total defined contribution assets: $900 million

    Management services are provided through:

    -Proprietary mutual funds, run in-house

    Record-keeping/administrative services are supplied through:

    -An in-house department

    -A third-party administrator

    -An alliance with other firms

    Alliance partners:

    Trust Consultants; Mercer

    Contact: Anthony J. Russo Jr.

    Madison Portfolio Consultants Inc.

    400 Madison Ave., New York, N.Y. 10522; phone: (212) 753-2219; fax: (212) 753-2340

    SERVICES PROVIDED:

    -On-going employee education

    -Project-based employee education

    -Recommendations of investment alternatives

    -Selection of investment advisers

    -Evaluation of investment performance

    A full-service bundled product is not offered

    Contact: Alan Weisenberg

    Marine Midland Bank

    250 Park Ave., New York, N.Y. 10177; phone: (212) 503-2724; fax: (212) 503-6780

    SERVICES PROVIDED:

    -Investment management

    -Record-keeping/administration

    -On-going employee education

    -Project-based employee education

    -Enrollment assistance

    -On-going employee communications

    A full-service bundled product is offered

    800-NUMBER SERVICES:

    -Account balance

    -Account transfers

    -24-hour access

    -Changes to contribution allocations

    -Loan request/processing

    -Performance data

    INVESTMENT MANAGEMENT:

    -Daily account valuation is offered

    -Total defined contribution assets: $2 billion

    -Defined contribution clients: 125

    -No. of participants in client plans: 50,000

    Management services are provided through:

    -Proprietary mutual funds, run in-house

    -Private label mutual funds, run externally

    -Commingled funds, run in-house

    -Commingled funds, run externally

    -GICs

    Record-keeping/administrative services are supplied through:

    -An in-house department

    Contact: Moira Patterson

    Marquette Associates Inc.

    321 N. Clark St., Chicago, Ill. 60610; phone: (312) 527-5500; fax: (312) 527-9064

    SERVICES PROVIDED:

    -On-going employee education

    -Project-based employee education

    -Plan design

    -Enrollment assistance

    -On-going employee communications

    -Employee newsletter

    -Investment management option selections

    A full-service bundled product is not offered

    Management services are provided through:

    -Private label mutual funds, run externally

    -Commingled funds, run externally

    Contact: Brien O'Brien

    Massachusetts Financial Services

    500 Boylston St., Boston, Mass. 02116; phone: (800) 343-2829; fax: (617) 954-6685

    SERVICES PROVIDED:

    -Investment management

    -Record-keeping/administration

    -On-going employee education

    -Project-based employee education

    -Plan design

    -Enrollment assistance

    -On-going employee communications

    -Participant loans

    A full-service bundled product is offered

    800-NUMBER SERVICES:

    -Account balance

    -Account transfers

    -24-hour access

    -Live operators

    -Changes to contribution allocations

    -Performance data

    -Fund information

    INVESTMENT MANAGEMENT:

    -Daily account valuation is offered

    -Total defined contribution assets: $1.5 billion

    -Defined contribution clients: 8,500

    -No. of participants in client plans: 60,000

    Management services are provided through:

    -Proprietary mutual funds, run in-house

    -Commingled funds, run in-house

    -GICs

    Record-keeping/administrative services are supplied through:

    -An in-house department

    -A third-party administrator

    -An alliance with other firms

    Contact: Matt Gannon

    Massachusetts Mutual Life Insurance Co.

    1295 State St., Springfield, Mass. 01111; phone: (413) 744-3508; fax: (413) 744-4422

    SERVICES PROVIDED:

    -Investment management

    -Record-keeping/administration

    -On-going employee education

    -Plan design

    -Enrollment assistance

    -On-going employee communications

    -IRS 5500 completion and audit services

    -Qualification assistance

    -Testing

    -404(c) compliance/disclosure

    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 assistance

    INVESTMENT MANAGEMENT:

    -Daily account valuation is offered

    -Total defined contribution assets: $7.5 billion

    -Defined contribution clients: 2,000

    -No. of participants in client plans: 240,000

    Management services are provided through:

    -Proprietary mutual funds, run in-house

    -Commingled funds, run in-house

    -Commingled funds, run externally

    -An alliance

    -GICs

    Record-keeping/administrative services are supplied through:

    -An in-house department

    Contact: Edmond F. Ryan

    Meketa Investment Group

    35 Braintree Hill Park, Braintree, Mass. 02184; phone: (617) 356-1400; fax: (617) 356-1489

    SERVICES PROVIDED:

    -On-going employee education -Project based employee education -Assistance in designing/selecting fund options

    -Development of model portfolios for employees

    A full-service bundled product is not offered

    -Defined contribution clients: 5

    Contact: Frederick Sweeney

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