One Post Office Square, Boston, MA 02109; phone: (617) 760-8402; fax: (617) 760-8686; www.putnaminv.com
(No. of participants)
Total 1,025,000
Bundled (inc. in-house asset mgmt.) 1,025,000
Participants served exclusively 1,025,000
Bundled services 1,025,000
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
INVESTMENT MANAGEMENT SERVICES
Daily valuation
Total defined contribution assets: $36.5 billion
In-house investment management services are provided through:
Internally managed mutual funds
Internally managed commingled funds
Internally managed separate accounts
GICs
Putnam Investments provides services to 2,340 sponsors: 1,870 for bundled services (including in-house investment management); and 470 for investment management only.
It offers account balances, account transfers, 24-hour access, e-mail, changes to current/future allocations, performance data, fund information, retirement planning assistance, address verification, and plan provision inquiries through its Web site.
Daniel M. Kilcullen is client contact.
