Liberty Funds Distributor
1 Financial Center, Boston, MA 02111; phone: (800) 489-8800; fax: (617) 261-4982;
www.libertyfunds.com
(No. of participants)
Total 37,135
Record keeping/administration only 37,135
Participants served directly 37,135
Record keeping/administration only 37,135
SERVICES PROVIDED:
Plan design
Generic employee investment education
Compliance and reporting (partial)
TOLL-FREE NUMBER SERVICES
24-hour access
Operators
Foreign language capability
Client service rep available
Account balance
Account transfers
Changes to current/future allocations
Performance data
Fund information
Request plan software tools
WEB SITE
24-hour access
Performance data
Fund information
INVESTMENT MANAGEMENT SERVICES
Daily valuation
Total defined contribution assets: $312 million
In-house investment management services are provided through:
Mutual fund accounts under employer-sponsored prototype plans
Liberty Funds Distributor Inc. provides services to 3,213 sponsors, all for record keeping and administration only.
It has partnerships with Colonial, Crabbe Huson, Newport and Stein Roe & Farnham in investment management.
Judith M. Anderson is client contact.
