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April 01, 1996 12:00 AM

SPECIAL REPORT: DEFINED CONTRIBUTION

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    Reprints Print

    Changes to contribution allocations

    Loan request/processing

    Performance data

    Fund information

    Client service rep available

    INVESTMENT MANAGEMENT SERVICES

    Daily valuation

    Total defined contribution assets: $10.3 million

    In-house investment management services are provided through:

    *Internally managed commingled funds

    *GICs

    External investment management services are provided through:

    Private label mutual funds

    Separate accounts

    Comerica Bank provides services to 700 sponsors.

    It has investment management partnerships with Munder Capital; Fidelity Advisors; AIM; Franklin/Templeton; Putnam; Janus; and Scudder.

    It offers sponsor-oriented retirement plan services information through public online systems.

    Maurice H. Shane is client contact.

    The Copeland Cos.

    2 Tower Center, P.O. Box 1063, East Brunswick, N.J. 08816; phone: (908) 214-2000; fax: (908) 214-2027

    No. of participants

    Total1,078,235

    Bundled (inc. in-house asset mgmt.)875,000

    Bundled (exc. in-house asset mgmt.)200,400

    Investment mgmt. only3,235

    Participants served exclusively878,235

    Bundled services875,000

    Investment mgmt. only3,235

    SERVICES PROVIDED:

    Plan design

    Employee meetings

    Generic employee investment education

    Customized employee investment education

    Generic employee communications

    Customized employee communications

    Compliance and reporting

    Toll-free, automated voice-response system

    TOLL-FREE NUMBER SERVICES

    Account balance

    Account transfers

    24-hour access

    Operators

    Changes to contribution allocations

    Performance data

    Fund information

    Client service rep available

    INVESTMENT MANAGEMENT SERVICES

    Daily valuation

    Total defined contribution assets: $1 billion

    In-house investment management services are provided through:

    *Internally managed mutual funds

    The Copeland Cos. provide services to 7,800 sponsors: 6,500 for bundled services (including in-house investment management) and 1,300 for bundled services except in-house investment management.

    Vincent E. Gomez is client contact.

    Delaware Investment

    & Retirement Services Inc.

    1818 Market St., Philadelphia, Pa. 19103; phone: (215) 255-2910; fax: (215) 255-1681

    No. of participants

    Total615,000

    Bundled (inc. in-house asset mgmt.)40,000

    Investment mgmt. only575,000

    Participants served exclusively610,000

    Bundled services40,000

    Investment mgmt. only570,000

    SERVICES PROVIDED:

    Plan design

    Employee meetings

    Generic employee investment education

    Customized employee investment education

    Generic employee communications

    Customized employee communications

    Compliance and reporting

    Consulting services

    Toll-free, automated voice-response system

    TOLL-FREE NUMBER SERVICES

    Account balance

    Account transfers

    24-hour access

    Operators

    Changes to contribution allocations

    Loan request/processing

    Performance data

    Fund information

    Retirement planning assistance

    Client service rep available

    Loan modeling

    Confirmation letters

    Duplicate statements

    Special form requests

    INVESTMENT MANAGEMENT SERVICES

    Daily valuation

    Total defined contribution assets: $3.08 billion

    In-house investment management services are provided through:

    *Internally managed mutual funds

    *Internally managed separate accounts

    Delaware Investment & Retirement Services Inc.provides services to 6,555 sponsors: 6,500 for bundled services (including in-house investment management) and 55 for investment management only.

    It has record-keeping partnerships with Foster Higgins; Buck; Fidelity Management; Hewitt; Merrill Lynch; Mellon Bank; Vanguard Group; William M. Mercer; and Wyatt.

    It offers fund and performance data through public online systems and client specific e-mail applications through a secure private network.

    Minette Van Noppen is client contact.

    Diversified Investment

    Advisors

    4 Manhattanville Road, Purchase, N.Y. 10577; phone: (914) 697-8952; fax: (914) 697-3743

    No. of participants

    Total325,000

    Bundled (exc. in-house asset mgmt.)325,000

    SERVICES PROVIDED:

    Plan design

    Employee meetings

    Generic employee investment education

    Customized employee investment education

    Generic employee communications

    Customized employee communications

    Compliance and reporting

    Consulting services

    Toll-free, automated voice-response system

    TOLL-FREE NUMBER SERVICES

    Account balance

    Account transfers

    24-hour access

    Operators

    Foreign language capability

    Changes to contribution allocations

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      • Special Reports
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      • Top-Performing Managers
      • Largest Money Managers
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      • DC Record Keepers
      • Largest Hedge Fund Managers
      • World's Largest Retirement Funds
      • Best Places to Work in Money Management
      • Excellence & Innovation Awards
      • WPS Innovation Awards
      • Eddy Awards
    • ETFs
      • Latest ETF News
      • Fund Screener
      • Education Center
      • Equities
      • Fixed Income
      • Commodities
      • Actively Managed
      • Alternatives
      • ESG Rated
    • ESG
      • Latest ESG News
      • The Institutional Investor’s Guide to ESG Investing
      • ESG Sustainability - Gaining Momentum
      • Climate Change: The Inescapable Opportunity
      • Impact Investing
      • 2022 ESG Investing Conference
      • ESG Rated ETFs
    • Defined Contribution
      • Latest DC News
      • DC Money Manager Rankings
      • DC Record Keeper Rankings
      • Innovations in DC
      • Trends in DC: Focus on Retirement Income
      • 2022 Defined Contribution East Conference
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    • Searches & Hires
      • Latest Searches & Hires News
      • Searches & Hires Database
      • RFPs
    • Performance Data
      • P&I Research Center
      • Earnings Tracker
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      • Future of Investments Research Series
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      • Polls
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      • View All Conferences
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      • 2022 Retirement Income Conference
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