210 Automation Way, Birmingham, AL 35210; phone: (205) 956-7700; fax: (205) 956-7991; www.sungardebs.com
(No. of participants)
Record keeping/administration only 752,000
Participants served exclusively 433,000
Record keeping/administration only 433,000
Generic employee investment education
Generic employee communications
Customized employee communications
Compliance and reporting
SunGard Employee Benefit Systems provides services to 693 sponsors, all for record keeping and administration only.
It offers account balances, account transfers, 24-hour access, changes to current/future allocations, loan request processing, performance data, fund information (prospectus etc.), and retirement planning assistance through its Web site.
David Kennedy is client contact.