4500 Main St., Suite 1100, Kansas City, MO 64141; (816) 340-4502; fax: (816) 340-7881;www.americancentury.com
(No. of participants)
Total 199,186
Bundled (inc. in-house asset mgmt.) 199,186
Participants served exclusively 199,186
Bundled services 199,186
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
SECURE PRIVATE NETWORK SERVICES
Account balance
Account transfers
24-hour access
Changes to contribution allocations
Loan request/processing
Performance data
Fund information
Retirement planning assistance
Client service rep available
INVESTMENT MANAGEMENT SERVICES
Daily valuation
Total defined contribution assets: $20.8 billion
In-house investment management services are provided through:
Internally managed mutual funds
Internally managed commingled funds
Internally managed separate accounts
GICs
American Century provides services to 758 sponsors: 216 for bundled services (including in-house investment management); and 542 for investment management only.
It offers account balances, account transfers, 24-hour access, e-mail, changes to current/future allocations, loan request/processing, performance data, fund information and retirement planning assistance through its Web site.
It has investment management partnerships with J.P. Morgan, Barclays Global Investors, Dwight Asset Management, Charles Schwab and RREEF; and uses UMB Bank for trustee services.
Sean Connelly is client contact.
