Federated Investors Tower, 1001 Liberty Ave., Pittsburgh, PA 15222; phone: (412) 288-6588; fax: (412) 288-2925
(No. of participants)
Bundled (inc. in-house asset mgmt.) 106,400
Bundled (exc. in-house asset mgmt.) 15,600
Investment mgmt. only 100,000
Participants served exclusively 22,700
Bundled services 22,700
Generic employee investment education
Customized employee investment education
Generic employee communications
Customized employee communications
Compliance and reporting
INVESTMENT MANAGEMENT SERVICES
Total defined contribution assets: $9.13 billion
In-house investment management services are provided through:
Internally managed mutual funds
Internally managed commingled funds
Internally managed separate accounts
Pooled GIC fund
External investment management services are provided through:
Private label mutual funds
Federated Investors provides services to 1,622 sponsors: 506 for bundled services (including in-house investment management); 116 for bundled services except in-house investment management; and an estimated 1,000 for investment management only.
It has investment management partnerships with Berger, Evergreen, Excelsior Funds, Founders, Janus, Neuberger & Berman, STI Funds, Vista Funds and Warburg Pincus.
It has record keeping partnerships with Northern Trust Retirement Consulting, AON Consulting, Hewitt Associates, First Data Investor Services Group (DCXchange), National Deferred Compensation, Noble Lowndes, Nationwide Insurance, Paychex, CMG Consulting, Mercer, Buck Consultants, SunGard, Equitable Life, MMC&P, New England Retirement Service, KBM Management, Horizon Benefits, Epic Advisors, Kemper Service, Krauss & Pasternack, Hooker & Holcombe, Pen-Cal,Travelers, Jefferson-Pilot, Comprehensive Consulting and Emjay.
It has third-party administration partnerships with all of the above except First Data and SunGard.
Jim Heaton is client contact.