1 Boston Place, 17th Floor, Boston, MA 02108; phone: (617) 722-7289; fax: (617) 248-3292;www.dreyfus.com
(No. of participants)
Total 790,917
Bundled (inc. in-house asset mgmt.) 777,530
Record keeping/administration only 13,387
Participants served exclusively 790,917
Bundled services 777,530
Record keeping/administration only 13,387
ERVICES 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
24-hour access
operators/e-mail
Performance data
Fund information
Retirement planning assistance
INVESTMENT MANAGEMENT SERVICES
Daily valuation
Total defined contribution assets: $18 billion
In-house investment management services are provided through:
Internally managed mutual funds
Internally managed commingled funds
Internally managed separate accounts
GICs
External investment management services are provided through:
Private label mutual funds
Commingled funds
Separate accounts
GICs
Dreyfus Retirement Services provides services to 405 sponsors: 190 for bundled services (including in-house investment management); five for record keeping and administration only; and 210 for investment management only.
It offers 24-hour access, e-mail, performance data, fund information and retirement planning assistance through its Web site.
It has investment management partnerships with AIM Funds, Crabbe Huson, Federated Investors, Franklin/Templeton Group, GAM Funds, Heartland Advisors, Janus Funds, Managers Funds, Neuberger & Berman, Pilgrim Baxter, Strong Funds, and Warburg Pincus Funds in investment management. It has the following investment management subsidiaries and affiliates: Certus, Access Capital, CCF-Mellon, Mellon Bond, Mellon Capital, Mellon Equity, Pareto, Laurel Capital, Boston Company Asset and Founders.
It has other partnerships with Buck Consultants and Pacific Brokerage services.
Joseph Eck is client contact.
