1000 N. Water St., Milwaukee, WI 53202; phone: (800) 236-3500; fax: (414) 287-7165; www.mitrust.com
(No. of participants)
Bundled (inc. in-house asset mgmt.) 206,290
Participants served exclusively 206,290
Bundled services 206,290
Generic employee investment education
Customized employee investment education
Generic employee communications
Customized employee communications
Compliance and reporting
INVESTMENT MANAGEMENT SERVICES
Total defined contribution assets: $1.2 billion
In-house investment management services are provided through:
Internally managed mutual funds
Internally managed commingled funds
Internally managed separate accounts
Marshall & Ilsley Trust Co. provides services to 637 sponsors, all for bundled services (including in-house investment management).
It has investment management partnerships with M&I Investment Management Corp. and SunGard Expediter Alliance.
Judith C. Murphy is client contact.