522 Fifth Ave., New York, NY 10036; phone: (212) 837-1409; fax: (212) 837-1067
(No. of participants)
Total 1,500,000
Investment mgmt. only 1,500,000
SERVICES PROVIDED
Employee meetings
Generic employee investment education
Customized employee investment education
Generic employee communications
Customized employee communications
Consulting services
INVESTMENT MANAGEMENT SERVICES
Daily valuation
Total defined contribution assets: $9.4 billion
In-house investment management services are provided through:
Internally managed mutual funds
Internally managed commingled funds
Internally managed separate accounts
GICs
J.P. Morgan Investment Management provides services to 106 sponsors, all for investment management only.
It has investment management and record keeping partnerships with American Century.
Dan Broderick is client contact.
