101 Huntington Ave., Boston, MA 02199; phone: (617) 375-1620; fax: (617) 375-4710; www.jhancock.com
(No. of participants)
Total 73,000
Bundled (inc. in-house asset mgmt.) 68,692
Record keeping/administration only 3,059
Investment mgmt. only 1,249
Participants served exclusively 73,000
Bundled services 68,692
Record keeping/administration only 3,059
Investment mgmt. only 1,249
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
Performance data
INVESTMENT MANAGEMENT SERVICES
Daily valuation
Total defined contribution assets: $3.8 billion
In-house investment management services are provided through:
Internally managed mutual funds
Internally managed commingled funds
Internally managed separate accounts
GICs
John Hancock Retirement Services provides services to 1,226 sponsors: 1,076 for bundled services (including in-house investment management); 113 for record keeping and administration only; and 37 for investment management only. It offers performance data through its Web site.
Dale Bearden is client contact.
