400 Robert St. N., St. Paul, MN 55101; phone: (612) 665-4701; fax: (612) 665-7739; www.accuserveonline.com.
(No. of participants)
Total 165,142
Bundled (inc. in-house asset mgmt.) 133,082
Record keeping/administration only 32,060
Participants served exclusively 165,142
Bundled services 133,082
Record keeping/administration only 32,060
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
Performance data
Fund information
Client service rep available
Modeling of loans
Hardship/termination/in-service distributions
Statements on demand
INVESTMENT MANAGEMENT SERVICES
Daily valuation
Total defined contribution assets: $2.3 billion
In-house investment management services are provided through:
Internally managed separate accounts
General account
External investment management services are provided through:
Separate accounts
Minnesota Mutual provides services to 1,765 sponsors: 989 for bundled services (including in-house investment management); 776 for record keeping and administration only.
It offers account balances, account transfers, 24-hour access, changes to current/future allocations, performance data, fund information, modeling of loans, hardship/termination/in-service distributions, and statements on demand through its Web site.
It has investment management partnerships with Janus, PBHG, Scudder, Warburg Pincus, Templeton, Advantus, Fidelity, Parnassus and Vanguard.
Terri McNamara is client contact.
