100 Half Day Road, Lincolnshire, IL 60069; phone: (847) 295-5000; fax: (847) 883-9019
(No. of participants)
Bundled (exc. in-house asset mgmt.) 4,500,000
Generic employee investment education
Customized employee investment education
Generic employee communications
Customized employee communications
Compliance and reporting
SECURE PRIVATE NETWORK SERVICES
Changes to contribution allocations
Retirement planning assistance
INVESTMENT MANAGEMENT SERVICES
External investment management services are provided through:
Private label mutual funds
Hewitt Associates LLC provides services to 164 sponsors, all for bundled services except in-house investment management.
It has investment management partnerships with AIM, American Century, American Funds, Barclays Global Investors, Brinson, Cohen & Steers, Dimensional Fund Advisors, Dreyfus, Federated Investors, Founders, Franklin Templeton, Heartland Advisors, Hotchkis and Wiley, INVESCO, Janus, LaSalle National, MFS, Miller Anderson & Sherrerd, Morgan Stanley, Neuberger & Berman, PIMCO, Pilgrim Baxter, PRIMCO, Putnam, Scudder Kemper, SsgA, Stein Roe, Van Kampen American Capital and Warburg, Pincus.
Tim Murphy is client contact.