1 Constitution Plaza, Hartford, CT 06115; phone: (860) 244-5711; fax: (860) 244-5510; www.fleet.com
(No. of participants)
Total 126,691
Bundled (inc. in-house asset mgmt.) 93,997
Bundled (exc. in-house asset mgmt.) 32,694
Participants served exclusively 93,997
Bundled services 93,997
SERVICES 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
Account balance
24-hour access
Performance data
INVESTMENT MANAGEMENT SERVICES
Daily valuation
Total defined contribution assets: $10.6 billion
In-house investment management services are provided through:
Internally managed mutual funds
Internally managed commingled funds
Internally managed separate accounts
GICs
Fleet Investment Bank provides services to 2,037 sponsors: 623 for bundled services (including in-house investment management); 90 for bundled services except in-house investment management; and 1,324 for investment management only.
It offers 24-hour access, e-mail, performance data, fund information and retirement planning help through its Web site. It has investment management partnerships with Fidelity, Putnam, INVESCO, Neuberger & Berman, Janus and Columbia.
Michael J. Tucker is client contact.
