3 Batterymarch Park, 5A, Quincy, MA 02169-7422; phone: (617) 376- 7300; fax: (617) 376-4933
(No. of participants)
Total 2,400,000
Participants served exclusively 2,400,000
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
INVESTMENT MANAGEMENT SERVICES
Daily valuation
Total defined contribution assets: $89.8 billion
In-house investment management services are provided through:
Internally managed mutual funds
Internally managed commingled funds
Internally managed separate accounts
GICs
Employer Securities
State Street Global Advisors provides services to 219 sponsors: 95 for bundled services (including in-house investment management); 36 for record keeping and administration only; and 88 for investment management only.
James S. Phalen is client contact.
