1 Financial Center, Boston, MA 02111; phone: (800) 489-8800; fax: (617) 261-4982
(No. of participants)
Record keeping only 36,396
Investment mgmt. only 2,639
Generic employee investment education
INVESTMENT MANAGEMENT SERVICES
Total defined contribution assets: $567 million
In-house investment management services are provided through:
Internally managed mutual funds
Liberty Financial Investments Inc. provides services to 3,727 sponsors: 3,307 for record keeping and administration only; 420 for investment management only.
Stephen A. Gerokoulis is client contact.