1221 Avenue of the Americas, New York, NY 10020; phone: (212) 762- 7500; fax: (212) 762-7394
(No. of participants)
Bundled (inc. in-house asset mgmt.) 3,000
Investment mgmt. only 1,400,000
Participants served exclusively 3,000
Bundled services 3,000
Generic employee investment education
Customized employee investment education
Generic employee communications
Customized employee communications
Compliance and reporting
INVESTMENT MANAGEMENT SERVICES
Total defined contribution assets: $5.5 billion
In-house investment management services are provided through:
Internally managed mutual funds
Internally managed separate accounts
Morgan Stanley Asset Management Inc. provides services to 387 sponsors: 12 for bundled services (including in-house investment management); and 375 for investment management only.
It has an investment management partnership with Miller Anderson & Sherrerd; and record keeping and third-party administration partnerships with FASCorp.
Ruth Hughes-Guden and Gregg Robinson are client contacts.