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April 05, 1999 01:00 AM

(I) DEFINED CONTRIBUTION PROVIDERS

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    ICMA Retirement Corp.

    777 N. Capital St. N.E., Washington, DC 20002; phone: (202) 962- 4600; fax: (202) 962-4601; www.icmarc.org

    (No. of participants)

    Total 388,096

    Bundled (inc. in-house asset mgmt.) 350,284

    Record keeping/administration only 37,812

    Participants served directly 388,096

    Bundled (inc. in-house asset mgmt.) 350,284

    Record keeping/administration only 37,812

    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

    TOLL-FREE NUMBER SERVICES

    24-hour access

    Operators

    Foreign language capability

    Client service rep available

    Account balance

    Account transfers

    Changes to current/future allocations

    Loan request/processing

    Performance data

    Fund information

    Retirement planning assistance

    WEB SITE

    24-hour access

    Interactive e-mail

    Account balance

    Account transfers

    Changes to current/future allocations

    Performance data

    Fund information

    Retirement planning assistance

    INVESTMENT MANAGEMENT SERVICES

    Daily valuation

    Total defined contribution assets: $9.98 billion

    Amount passed to subadvisers: $6.82 billion

    In-house investment management services are provided through:

    Separate accounts

    Commingled funds

    Mutual funds

    Stable value funds

    ICMA Retirement Corp. provides services to 5,294 sponsors: 5,293 for bundled services, including in-house investment management, and one for record keeping and administration only.

    Joseph T. Chadwick Jr. is client contact.

    INVESCO Retirement Plan Services

    1201 Peachtree St. N.E., Suite 2200, Atlanta, GA 30361; phone: (800) 538-6370; fax: (404) 870-7998; www.irps.invesco.com

    (No. of participants)

    Total 221,700

    Bundled (inc. in-house asset mgmt.) 221,700

    Participants served directly 221,700

    Bundled (inc. in-house asset mgmt.) 221,700

    SERVICES PROVIDED:

    Plan design

    Employee meetings

    Generic employee investment education

    Customized employee investment education

    Generic employee communications

    Customized employee communications

    Compliance and reporting

    TOLL-FREE NUMBER SERVICES

    Operators

    Foreign language capability

    Client service rep available

    Account balance

    Account transfers

    Changes to current/future allocations

    Loan request/processing

    Performance data

    Fund information

    Retirement planning assistance

    Withdrawals

    Fund update books

    Sponsor/participant newsletters

    SECURE PRIVATE NETWORK SERVICES

    24-hour access

    Operators

    Interactive e-mail

    Foreign language capability

    Client service rep available

    Account balance

    Account transfers

    Changes to current/future allocations

    Loan request/processing

    Performance data

    Fund information

    Retirement planning assistance

    Withdrawals

    Fund update books

    Sponsor/participant newsletters

    WEB SITE

    24-hour access

    Interactive e-mail

    Foreign language capability

    Account balance

    Account transfers

    Changes to current/future allocations

    Loan request/processing

    Performance data

    Fund information

    Retirement planning assistance

    Withdrawals

    Fund update books

    Sponsor/participant newsletters

    INVESTMENT MANAGEMENT SERVICES

    Daily valuation

    Total defined contribution assets: $29.2 billion

    In-house investment management services are provided through:

    Separate accounts

    Commingled funds

    Mutual funds

    Stable value funds

    Money market funds

    Variable annuities

    Collective trusts

    INVESCO Retirement Plan Services provides services to 820 sponsors, all for bundled services, including in-house investment management.

    Sandra Tompkins is client contact.

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    • Topics
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      • Real Estate
      • Russia-Ukraine War
      • SECURE Act 2.0
      • Special Reports
      • White Papers
    • Rankings & Awards
      • 1,000 Largest Retirement Plans
      • Top-Performing Managers
      • Largest Money Managers
      • DC Money Managers
      • DC Record Keepers
      • Largest Hedge Fund Managers
      • World's Largest Retirement Funds
      • Best Places to Work in Money Management
      • Excellence & Innovation Awards
      • Eddy Awards
    • ETFs
      • Latest ETF News
      • Fund Screener
      • Education Center
      • Equities
      • Fixed Income
      • Commodities
      • Actively Managed
      • Alternatives
      • ESG Rated
    • ESG
      • Latest ESG News
      • The Institutional Investor’s Guide to ESG Investing
      • Climate Change: The Inescapable Opportunity
      • Impact Investing
      • 2022 ESG Investing Conference
      • ESG Rated ETFs
    • Defined Contribution
      • Latest DC News
      • DC Money Manager Rankings
      • DC Record Keeper Rankings
      • Innovations in DC
      • Trends in DC: Focus on Retirement Income
      • 2022 Defined Contribution East Conference
      • 2022 DC Investment Lineup Conference
    • Searches & Hires
      • Latest Searches & Hires News
      • Searches & Hires Database
      • RFPs
    • Performance Data
      • P&I Research Center
      • Earnings Tracker
      • Endowment Returns Tracker
      • Corporate Pension Contribution Tracker
      • Pension Fund Returns Tracker
      • Pension Risk Transfer Database
      • Future of Investments Research Series
      • Charts & Infographics
      • Polls
    • Careers
    • Events
      • View All Conferences
      • View All Webinars
      • 2022 Innovation Investing Conference
      • 2022 Defined Contribution East Conference
      • 2022 ESG Investing Conference
      • 2022 DC Investment Lineup Conference
      • 2022 Alternatives Investing Conference