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  2. Print
October 01, 2001 01:00 AM

[S] Directory of the largest defined contribution providers

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    Reprints Print

    SAFECO Life & Investments

    5069 154th Place N.E., Redmond, WA 98052; phone: (425) 376-5485; fax: (425) 376-5272; www.safeco.com

    * RECORD-KEEPING

    Total DC assets record kept ($ millions) 2,250

    For plans with:

    Fewer than 100 employees 1,538

    100-499 employees 372

    500-999 employees 124

    1,000-4,999 employees 142

    5,000-9,999 employees 74

    DC clients:

    Corporate 401(k) 900

    457 400

    403(b) 7,400

    Other DC 100

    Percentage of assets under record keeping in:

    Proprietary investments 82%

    Outside investments 18%

    * SERVICES PROVIDED:

    Discrimination testing

    Form 5500

    1099s

    State/federal tax withholding

    Prototype plan document

    Plan design

    Customized plan documents

    Summary plan descriptions

    404(c) compliance

    Ongoing plan compliance

    Investment policy preparation

    Standardized education print materials

    Customized education print materials

    Standardized communications

    Customized communications

    Fund information

    Investment performance

    Finance/retirement planning materials

    Employee meetings

    Employee one-on-one meetings

    Foreign-language materials

    * SERVICES VIA VOICE-RESPONSE/

    OPERATOR/INTERNET

    Investment election change - v-o-i

    Transfer request - o-i

    Loan request/note preparation - o

    Rollovers - o

    QDROs form request - o

    Distribution - o

    Hardship withdrawal - o

    Address change - o-i

    Questions on employee statement - o

    Questions on distributions - o

    Investment information - v-o-i

    Prospectus/statement requests - o

    Daily valuation - v-o-i

    * INVESTMENT MANAGEMENT:

    Assets under management ($ millions):

    Total DC assets managed 2,950

    Internally managed DC assets 2,600

    In-house investment management services are provided through:

    Mutual funds

    Stable value/GIC

    Other

    * STAFFING:

    Record-keeping operations 81

    Information technology 41

    Investment analysis/due diligence 2

    Relationship managers 25

    Enrollment specialists 6

    Education/communication consultants 2

    SAFECO Life & Investments offers the following fund families through its fund alliance structure:

    AIM, American Century, Dreyfus, INVESCO, Janus, Federated, Fidelity, J.P. Morgan, Scudder, Franklin Templeton, Citizens and Neuberger Berman.

    Bob Follette is client contact.

    Charles Schwab & Co. Inc.

    101 Montgomery St., San Francisco, CA 94104; phone: (877) 456-0777; fax: (415) 667-2349; www.schwabplan.com

    * RECORD-KEEPING

    Total DC assets record kept ($ millions) 15,651

    For plans with:

    Fewer than 100 employees 1,087

    100-499 employees 4,806

    500-999 employees 2,440

    1,000-4,999 employees 4,946

    5,000-9,999 employees 870

    10,000-24,999 employees 1,502

    DC clients:

    Corporate 401(k) 510

    Other 401(k) 3

    Taft-Hartley 2

    403(b) 1

    Other DC 80

    Percentage of assets under record keeping in:

    Proprietary investments 25%

    Outside investments 56%

    Self-directed brokerage/funds window 12%

    Company stock 4%

    Other 3%

    * SERVICES PROVIDED:

    Discrimination testing

    Form 5500

    1099s

    State/federal tax withholding

    Prototype plan document

    Plan design

    Customized plan documents

    Summary plan descriptions

    404(c) compliance

    Ongoing plan compliance

    Investment policy preparation

    Standardized education print materials

    Customized education print materials

    Standardized communications

    Customized communications

    Fund information

    Investment performance

    Finance/retirement planning materials

    Investment advice

    Employee meetings

    Employee one-on-one meetings

    Foreign-language materials

    * SERVICES VIA VOICE-RESPONSE/

    OPERATOR/INTERNET

    Enrollment - v-o-i

    Contribution rate change - v-o-i

    Investment election change - v-o-i

    Transfer request - v-o-i

    Loan request/note preparation - v-o-i

    Rollovers - v-o-i

    QDROs form request - v-o-i

    Distribution - v-o-i

    Hardship withdrawal - v-o-i

    Address change - o

    Questions on employee statement - o-i

    Questions on distributions - o-i

    Investment information - v-o-i

    Prospectus/statement requests - v-o-i

    Daily valuation - v-o-i

    * INVESTMENT MANAGEMENT:

    Assets under management ($ millions):

    Total DC assets managed 3,912

    Internally managed DC assets 3,912

    In-house investment management services are provided through:

    Mutual funds

    Separate accounts

    Commingled funds

    Stable value/GIC

    * STAFFING:

    Record-keeping operations 105

    Compliance/testing/plan design 30

    Information technology 57

    Investment analysis/due diligence 35

    Dedicated conversion/installation 31

    Relationship managers 76

    Enrollment specialists 15

    Education/communication consultants 33

    Chris Blair is client contact.

    Scudder Retirement Services

    2 International Place, Boston, MA 02110; phone: (800) 541-7701; fax: (617) 443-7051; www.scudder.com

    * RECORD-KEEPING

    Total DC assets record kept ($ millions) 13,615

    For plans with:

    Fewer than 100 employees 3,359

    100-499 employees 2,717

    500-999 employees 1,788

    1,000-4,999 employees 3,092

    5,000-9,999 employees 913

    10,000-24,999 employees 1,746

    DC clients:

    Corporate 401(k) 10,096

    Other 401(k) 52

    Taft-Hartley 10

    457 114

    403(b) 718

    Other DC 7,859

    Percentage of assets under record keeping in:

    Proprietary investments 66%

    Outside investments 18%

    Self-directed brokerage/funds window 1%

    Company stock 8%

    Other 7%

    * SERVICES PROVIDED:

    Discrimination testing

    Form 5500

    1099s

    State/federal tax withholding

    Prototype plan document

    Plan design

    Summary plan descriptions

    404(c) compliance

    Ongoing plan compliance

    Investment policy preparation

    Standardized education print materials

    Customized education print materials

    Standardized communications

    Customized communications

    Fund information

    Investment performance

    Finance/retirement planning materials

    Investment advice

    Employee meetings

    Employee one-on-one meetings

    Foreign-language materials

    * SERVICES VIA VOICE-RESPONSE/

    OPERATOR/INTERNET

    Enrollment - v-o-i

    Contribution rate change - v-i

    Investment election change - v-o-i

    Transfer request - v-o-i

    Loan request/note preparation - v-o-i

    Distribution - v-o-i

    Hardship withdrawal - v-o-i

    Questions on employee statement - o

    Questions on distributions - o

    Investment information - v-o-i

    Prospectus/statement requests - o-i

    Daily valuation - v-o-i

    * INVESTMENT MANAGEMENT:

    Assets under management ($ millions):

    Total DC assets managed 12,800

    Internally managed DC assets 12,800

    In-house investment management services are provided through:

    Mutual funds

    Stable value/GIC

    Other

    * STAFFING:

    Record-keeping operations 236

    Compliance/testing/plan design 27

    Information technology 76

    Investment analysis/due diligence 4

    Dedicated conversion/installation 16

    Relationship managers 26

    Enrollment specialists 9

    Education/communication consultants 26

    Scudder Retirement Services offers the following fund families through its fund alliance structure:

    AIM, Alger, Alliance, American Century, Baron, Dodge & Cox, Federated, Founders, Franklin Templeton, INVESCO, Janus, Loomis Sayles, Managers Funds, MFS, Neuberger Berman, PBHG, PIMCO, SAFECO, Strong and Warburg.

    Steve Ulian is client contact.

    Securian Retirement Services, a business unit of Minnesota Life Insurance Co.

    400 Robert St. N., St. Paul, MN 55101; phone: (651) 665-4701; fax: (651) 665-5133; www.securian.com

    * RECORD-KEEPING

    Total DC assets record kept ($ millions) 5,755

    DC clients:

    Corporate 401(k) 1,816

    457 1

    403(b) 1

    Other DC 598

    Percentage of assets under record keeping in:

    Proprietary investments 44%

    Outside investments 55%

    Self-directed brokerage/funds window 1%

    * SERVICES PROVIDED:

    Discrimination testing

    Form 5500

    1099s

    State/federal tax withholding

    Prototype plan document

    Plan design

    Customized plan documents

    Summary plan descriptions

    404(c) compliance

    Ongoing plan compliance

    Investment policy preparation

    Standardized education print materials

    Customized education print materials

    Standardized communications

    Customized communications

    Fund information

    Investment performance

    Finance/retirement planning materials

    Employee meetings

    Employee one-on-one meetings

    Foreign-language materials

    * SERVICES VIA VOICE-RESPONSE/

    OPERATOR/INTERNET

    Enrollment - i

    Contribution rate change - i

    Investment election change - v-o-i

    Transfer request - v-o-i

    Loan request/note preparation - i

    Rollovers - o

    QDROs form request - o

    Distribution - o

    Hardship withdrawal - o

    Address change - o-i

    Questions on employee statement - o

    Questions on distributions - o

    Investment information - v-i

    Prospectus/statement requests - o-i

    Daily valuation - v-o-i

    * INVESTMENT MANAGEMENT:

    Assets under management ($ millions):

    Total DC assets managed 5,755

    Internally managed DC assets 3,304

    In-house investment management services are provided through:

    Separate accounts

    * STAFFING:

    Record-keeping operations 176

    Compliance/testing/plan design 6

    Information technology 26

    Investment analysis/due diligence 17

    Dedicated conversion/installation 15

    Relationship managers 48

    Enrollment specialists 16

    Education/communication consultants 3

    Securian Retirement Services, offers the following fund families through its fund alliance structure:

    Vanguard, PIMCO, Fidelity, American Century, T. Rowe Price, Janus, Domini, Franklin Templeton, Scudder, Warburg and PBHG.

    Terri McNamara is client contact.

    Security Trust Co.

    2390 E. Camelback Road, Suite 240, Phoenix, AZ 85016; phone: (602) 955-8373; fax: (602) 955-9771;

    www.securitytrustco.com

    * RECORD-KEEPING

    Total DC assets record kept ($ millions) 4,200

    DC clients:

    Corporate 401(k) 280

    Taft-Hartley 25

    457 10

    403(b) 10

    Other DC 50

    * SERVICES PROVIDED:

    1099s

    State/federal tax withholding

    Standardized education print materials

    Customized education print materials

    Standardized communications

    Customized communications

    Fund information

    * SERVICES VIA VOICE-RESPONSE/

    OPERATOR/INTERNET

    Enrollment - v-o-i

    Contribution rate change - v-o-i

    Investment election change - v-o-i

    Transfer request - v-o-i

    Loan request/note preparation - v-o-i

    Rollovers - v-o-i

    QDROs form request - v-o-i

    Distribution - v-o-i

    Hardship withdrawal - v-o-i

    Address change - v-o-i

    Questions on employee statement - v-o-i

    Questions on distributions - v-o-i

    Investment information - v-o-i

    Prospectus/statement requests - v-o-i

    Daily valuation - v-o-i

    * STAFFING:

    Record-keeping operations 16

    Information technology 11

    Investment analysis/due diligence 4

    Dedicated conversion/installation 5

    Relationship managers 6

    Nancy A. Murphy is client contact.

    SEI Investments

    1 Freedom Valley Drive, Oaks, PA 19456-1100; phone: (610) 676-1114; fax: (610) 676-4112; www.seic.com

    * RECORD-KEEPING

    Total DC assets record kept ($ millions) 15,164

    * SERVICES PROVIDED:

    Discrimination testing

    Form 5500

    1099s

    State/federal tax withholding

    Prototype plan document

    Plan design

    Customized plan documents

    Summary plan descriptions

    404(c) compliance

    Ongoing plan compliance

    Investment policy preparation

    Standardized education print materials

    Customized education print materials

    Standardized communications

    Customized communications

    Fund information

    Investment performance

    Finance/retirement planning materials

    Investment advice

    Employee meetings

    Employee one-on-one meetings

    Foreign-language materials

    * SERVICES VIA VOICE-RESPONSE/

    OPERATOR/INTERNET

    Enrollment - v-o-i

    Contribution rate change - v-o-i

    Investment election change - v-o-i

    Transfer request - v-o-i

    Loan request/note preparation - v-o-i

    Rollovers - v-o-i

    QDROs form request - v-o-i

    Distribution - v-o-i

    Hardship withdrawal - v-o-i

    Address change - o

    Questions on employee statement - v-o-i

    Questions on distributions - o

    Investment information - v-o-i

    Prospectus/statement requests - v-o-i

    Daily valuation - v-o-i

    * INVESTMENT MANAGEMENT:

    Assets under management ($ millions):

    Total DC assets managed 21,894

    * STAFFING:

    Investment analysis/due diligence 100

    Dedicated conversion/installation 21

    Relationship managers 14

    Enrollment specialists 22

    Education/communication consultants 6

    Margaret McDermot and Doug Barbagallo are client contacts.

    J. & W. Seligman & Co. Inc.

    100 Park Ave., New York, NY 10017; phone: (212) 850-1864; fax: (212) 922-5740; www.seligman.com

    * RECORD-KEEPING

    Total DC assets record kept ($ millions) 872

    DC clients:

    401(k) 2,120

    457 15

    403(b) 50

    Other DC 275

    * SERVICES PROVIDED:

    Discrimination testing

    Form 5500

    1099s

    State/federal tax withholding

    Prototype plan document

    Plan design

    Customized plan documents

    Summary plan descriptions

    404(c) compliance

    Ongoing plan compliance

    Investment policy preparation

    Standardized education print materials

    Customized education print materials

    Standardized communications

    Customized communications

    Fund information

    Investment performance

    Finance/retirement planning materials

    Employee meetings

    * SERVICES VIA VOICE-RESPONSE/

    OPERATOR/INTERNET

    Enrollment - v-i

    Investment election change - v-o-i

    Transfer request - v-o-i

    Loan request/note preparation - o

    Rollovers - o

    QDROs form request - o

    Distribution - o

    Hardship withdrawal - o

    Address change - o

    Questions on employee statement - o

    Prospectus/statement requests - v-o-i

    Daily valuation - v-o-i

    * INVESTMENT MANAGEMENT:

    Assets under management ($ millions):

    Total DC assets managed 872

    Internally managed DC assets 872

    In-house investment management services are provided through:

    Mutual funds

    * STAFFING:

    Record-keeping operations 30

    Relationship managers 7

    Enrollment specialists 3

    Education/communication consultants 3

    J. & W. Seligman & Co. Inc. offers the following fund families through its fund alliance structure:

    AIM, Alliance, Dreyfus, Fidelity, INVESCO, Janus, Lazard, Munder, PIMCO, Alger, American Funds, Federated, Franklin Templeton, Goldman Sachs, J.P. Morgan, Scudder, Managers Funds, Neuberger Berman, RS Investment, SAFECO, Strong, Thornburg and Warburg.

    Michelle McCann-Rappa is client contact.

    Sit Investment Associates Inc.

    90 S. Seventh St., Suite 4600, Minneapolis, MN 55402; phone: (612) 359-2540; fax: (612) 342-2111; www.sitfunds.com

    * RECORD-KEEPING

    Total DC assets record kept ($ millions) 55

    For plans with:

    Fewer than 100 employees 45

    100-499 employees 10

    DC clients:

    Corporate 401(k) 28

    403(b) 45

    Percentage of assets under record keeping in:

    Proprietary investments 98%

    Self-directed brokerage/funds window 2%

    * SERVICES PROVIDED:

    Discrimination testing

    Form 5500

    1099s

    State/federal tax withholding

    Prototype plan document

    Plan design

    Customized plan documents

    Summary plan descriptions

    404(c) compliance

    Ongoing plan compliance

    Investment policy preparation

    Standardized education print materials

    Customized education print materials

    Standardized communications

    Customized communications

    Fund information

    Investment performance

    Finance/retirement planning materials

    Employee meetings

    Employee one-on-one meetings

    * SERVICES VIA VOICE-RESPONSE/

    OPERATOR/INTERNET

    Investment election change - v-i

    Transfer request - v-i

    Rollovers - o

    Distribution - o

    Hardship withdrawal - o

    Address change - o

    Questions on employee statement - o

    Questions on distributions - o

    Investment information - o

    Prospectus/statement requests - o

    Daily valuation - v-i

    * INVESTMENT MANAGEMENT:

    Assets under management ($ millions):

    Total DC assets managed 3,401

    Internally managed DC assets 3,401

    In-house investment management services are provided through:

    Mutual funds

    Separate accounts

    * STAFFING:

    Record-keeping operations 1

    Relationship managers 1

    Enrollment specialists 1

    Mike Eckert is client contact.

    SunGard Employee Benefit Systems

    104 Inverness Center Place, Birmingham, AL 35242; phone: (205) 437-7500; fax: (205) 437-7991; www.ebs.sungard.com

    * RECORD-KEEPING

    Total DC assets record kept ($ millions) 36,535

    For plans with:

    Fewer than 100 employees 5

    100-499 employees 47

    500-999 employees 59

    1,000-4,999 employees 1,332

    5,000-9,999 employees 548

    10,000-24,999 employees 3,164

    More than 25,000 employees 31,380

    * SERVICES PROVIDED:

    Discrimination testing

    1099s

    State/federal tax withholding

    Prototype plan document

    Summary plan descriptions

    404(c) compliance

    Ongoing plan compliance

    Standardized education print materials

    Customized education print materials

    Standardized communications

    Customized communications

    Fund information

    Investment performance

    Finance/retirement planning materials

    Investment advice

    Foreign-language materials

    * SERVICES VIA VOICE-RESPONSE/

    OPERATOR/INTERNET

    Enrollment - v-o-i

    Contribution rate change - v-o-i

    Investment election change - v-o-i

    Transfer request - v-o-i

    Loan request/note preparation - v-o-i

    Rollovers - o-i

    QDROs form request - v-o-i

    Distribution - v-o-i

    Hardship withdrawal - v-o-i

    Address change - o-i

    Questions on employee statement - o-i

    Questions on distributions - o-i

    Investment information - v-o-i

    Prospectus/statement requests - v-o-i

    Daily valuation - v-o-i

    * STAFFING:

    Record-keeping operations 40

    Compliance/testing/plan design 10

    Information technology 14

    Dedicated conversion/installation 5

    Total retirement outsourcing 35

    Relationship managers 5

    Enrollment specialists 1

    Education/communication consultants 1

    Jim Timmerman is client contact.

    SunTrust Bank Inc./

    Trusco Capital Management Retirement Services

    200 S. Orange Ave., 11th Floor, Orlando, FL 32801; phone: (407) 237-6928; fax: (407) 237-6996; suntrust.com

    * RECORD-KEEPING

    Percentage of assets under record keeping in:

    Proprietary investments 45%

    Outside investments 25%

    Self-directed brokerage/funds window 2%

    Company stock 4%

    Other 24%

    * SERVICES PROVIDED:

    Discrimination testing

    Form 5500

    1099s

    State/federal tax withholding

    Prototype plan document

    Plan design

    Summary plan descriptions

    404(c) compliance

    Ongoing plan compliance

    Investment policy preparation

    Standardized education print materials

    Customized education print materials

    Standardized communications

    Customized communications

    Fund information

    Investment performance

    Finance/retirement planning materials

    Investment advice

    Employee meetings

    Employee one-on-one meetings

    Foreign-language materials

    * SERVICES VIA VOICE-RESPONSE/

    OPERATOR/INTERNET

    Enrollment - v-o-i

    Contribution rate change - v-o-i

    Investment election change - v-o-i

    Transfer request - v-o-i

    Loan request/note preparation - v-o-i

    Questions on employee statement - v-o-i

    Questions on distributions - v-o-i

    Investment information - v-o-i

    Prospectus/statement requests - v-o-i

    Daily valuation - v-o-i

    * INVESTMENT MANAGEMENT:

    Assets under management ($ millions):

    Total DC assets managed 3,024

    Internally managed DC assets 3,024

    In-house investment management services are provided through:

    Mutual funds

    Separate accounts

    Commingled funds

    Stable value/GIC

    * STAFFING:

    Record-keeping operations 218

    Compliance/testing/plan design 20

    Information technology 116

    Investment analysis/due diligence 30

    Dedicated conversion/installation 12

    Relationship managers 192

    Enrollment specialists 18

    Education/communication consultants 18

    SunTrust Bank Inc./Trusco Capital Management Retirement Services offers the following fund families through its fund alliance structure:

    AIM, American Century, Dreyfus, Federated, Fidelity, Franklin Templeton, Janus and MFS.

    Gary Plourde is client contact.

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