400 Colony Square, Suite 2200, 1201 Peachtree St. N.E., Atlanta, GA 30361; phone: (404) 870-7972; fax: (404) 870-7982
(No. of participants)
Total 230,000
Bundled (inc. in-house asset mgmt.) 230,000
Participants served exclusively 230,000
Bundled services 230,000
SERVICES PROVIDED
Plan design
Employee meetings
Generic employee investment education
Customized employee investment education
Generic employee communications
Customized employee communications
Compliance and reporting
SECURE PRIVATE NETWORK SERVICES
Account balance
Account transfers
24-hour access
Changes to contribution allocations
Loan request/processing
Performance data
Fund information
INVESTMENT MANAGEMENT SERVICES
Daily valuation
Total defined contribution assets: $24.6 billion
In-house investment management services are provided through:
Internally managed mutual funds
Internally managed commingled funds
Internally managed separate accounts
INVESCO Retirement Plan Services provides services to 1,031 sponsors: 731 for bundled services (including in-house investment management); 300 for investment management only.
It has investment management and record keeping partnerships with 56 firms.
Wendy Davis is client contact.
