317 Madison Ave., New York, NY 10017; phone: (212) 503-0100; fax: (212) 503-0128; www.rsgroup.com
(No. of participants)
Total 7,643
Bundled (inc. in-house asset mgmt.) 7,643
Participants served exclusively 7,643
Bundled services 7,643
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: $146 million
In-house investment management services are provided through:
Internally managed mutual funds
Retirement Systems Group, Inc. provides services to 86 sponsors: 86 for bundled services (including in-house investment management).
It offers performance data and fund information (prospectus etc.) through its Web site.
John F. Pulicare is client contact.
