2 International Place, Boston, MA 02110-4103; phone: (617) 295- 1243; fax: (617) 295-4015; www.scudder.com and www.kemper.com
(No. of participants)
Total 490,000
Bundled (inc. in-house asset mgmt.) 490,000
Participants served exclusively 490,000
Bundled services 490,000
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: $8.5 billion
In-house investment management services are provided through:
Internally managed mutual funds
Internally managed commingled funds
GICs
Stock Index
Scudder Kemper Retirement Services provides services to 11,575 sponsors: 11,500 for bundled services (including in-house investment management); and 75 for investment management only.
It offers account balances, account transfers, 24-hour access, e-mail, changes to current/future allocations, performance data, fund information (prospectus etc.) and retirement planning assistance through its Web site.
It has partnerships with AIM, INVESCO, Baron, Dodge & Cox, Federated, Founders, Franklin/Templeton, Janus, Manager Linder, PIMCO, MFS, Neuberger & Berman, PBHG, Strong and Warburg-Pincus in investment management.
It has third-party administration partnerships with U.S. Pension on a national basis and 55 others regionally.
Jill Shea is client contact.
