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
