9 Riverside Office Park, Weston, MA 02193-2221; (781) 893-3393: fax: (781)-894-0013;www.afs-link.com
(No. of participants)
Total 4,732
Record keeping/administration only 4,732
Participants served exclusively 4,732
Record keeping/administration only 4,732
SERVICES PROVIDED
Plan design
Customized employee investment education
Generic employee communications
Customized employee communications
Compliance and reporting
Consulting services
INVESTMENT MANAGEMENT SERVICES
Daily valuation
External investment management services are provided through:
Private label mutual funds
Commingled funds
Separate accounts
American Financial Systems Inc. provides services to eight sponsors: all for record keeping and administration only.
It offers account balances, account transfers, 24-hour access and changes to future/current allocations through its Web site.
It has investment management partnerships with Merrill Lynch, CIBC Oppenheimer, Lincoln National Life and Hartford Life.
James A. Cochran is client contact.
