2100 N. Central Ave., Fort Lee, NJ 07024; phone: (201) 592-1300; fax: (201) 592-7608
(No. of participants)
Total 1,400,000
Record keeping/administration only 1,400,000
Participants served exclusively 1,400,000
Record keeping/administration only 1,400,000
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
Account transfers
24-hour access
Changes to contribution allocations
Loan request/processing
Performance data
Fund information
INVESTMENT MANAGEMENT SERVICES
Daily valuation
External investment management services are provided through:
Alliances
The Kwasha Lipton Group of Coopers & Lybrand LLP provides services to 260 sponsors, all for record keeping and administration only.
It offers account balances, account transfers, 24-hour access, changes to contribution allocations, loan request/processing, performance data and fund information through client-specific Web sites.
It has investment management partnerships with American Funds, American Century, Baron Funds, BT Funds, Vista-Chase, Davis, Dodge & Cox, Dreyfus, Fidelity Advisor, Fidelity, GAM, Janus, MFS, Neuberger & Berman, PBHG, Phoenix, PIMCO, Putnam, SSgA, Strong, T. Rowe Price and Vanguard. Wachovia and Charles Schwab are trustees; Schwab is used also for a self-directed brokerage account.
Sidney J. Mendelson is client contact.
