323 Norristown Road, Ambler, PA 19002; phone: (800) 345-6363; fax: (215) 542-1815
(No. of participants)
Total 700,000
Record keeping/administration only 700,000
Participants served exclusively 10,000
Record keeping/administration only 10,000
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
24-hour access
Performance data
Fund information
Retirement planning assistance
INVESTMENT MANAGEMENT SERVICES
Daily valuation
External investment management services are provided through:
Private label mutual funds
Commingled funds
GICs
Alliance Partners proprietary funds
BISYS Plan Services provides services to 7,000 sponsors: all for for record keeping and administration only. It has investment management partnerships with American Funds, American Legacy, Bank Boston, Bank of America, Bank One, Branch Bank & Trust, First Chicago NBD, The Guardian, Key Bank, Mercantile Bank, Old Kent Bank, Provident Mutual, Smith Barney and Trustmark Bank. Eric F. Hill is client contact.
