1901 Sixth Ave. N., Birmingham, AL 35203; (205) 581-1414; fax: (205) 581-7390
(No. of participants)
Bundled (inc. in-house asset mgmt.) 94,000
Participants served exclusively 94,000
Bundled services 94,000
Generic employee investment education
Customized employee investment education
Generic employee communications
Customized employee communications
Compliance and reporting
INVESTMENT MANAGEMENT SERVICES
Total defined contribution assets: $1.07 billion
In-house investment management services are provided through:
Internally managed mutual funds
Internally managed commingled funds
Internally managed separate accounts
AmSouth Bank provides services to 619 sponsors: 519 for bundled services (including in-house investment management); and 100 for investment management only.
It has partnerships with Oppenheimer, Putnam, AIM, Dreyfus, Federal Fidelity and Franklin Templeton in investment management.
K.W. Davidson is client contact.