Sixth and Marquette, Minneapolis, MN 55479-0046; phone: (612) 667- 7075; fax: (612) 667-2293; www.nwadvantage.com
(No. of participants)
Total 450,000
Participants served exclusively 450,000
SERVICES PROVIDED
Plan design
Employee meetings
Generic employee investment education
Customized employee investment education
Generic employee communications
Customized employee communications
Compliance and reporting
SECURE PRIVATE NETWORK SERVICES
Account balance
Account transfers
24-hour access
Changes to contribution allocations
Loan request/processing
Performance data
Fund information
Account modeling
INVESTMENT MANAGEMENT SERVICES
Daily valuation
Total defined contribution assets: $7.2 billion
In-house investment management services are provided through:
Internally managed mutual funds
Internally managed commingled funds
Internally managed separate accounts
Norwest provides services to 4,100 sponsors.
It offers performance data and fund information through its Web site.
It has investment management partnerships with American Century, IAI, Janus, Strong, T. Rowe Price, Warburg Pincus, AIM, Delaware, Dreyfus, Federated, Fidelity Advisor, Franklin Templeton, Hartford, MFS, Putnam, Van Kampen, Morgan Stanley.
Laurie Nordquist is client contact.
