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.
