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Allmerica Financial - parent company Allmerica Financial Life Insurance and Annuity and First Allmerica Financial Life Insurance since 1844 - retirement plans offered through Allmerica Financial Advisors

American Century - since 1958, approximately $74 billion in assets under management, over 80 mutual funds

American Express - since 1850, began operations in defined contributions in 1979,  various fund families

American Funds - since 1931, $325 billion in assets representing over 15 million accounts

American Independence Financial Services - American Independence is the advisor for American Independence Funds, which features the NestEgg Dow Jones U.S. Target Date Funds -- the first series of funds based on the Dow Jones U.S. Target Date Indexes.

American Trust & Savings Bank - since 1911, American Trust is a family owned Bank/Trust Dept. managing approximately 800 million in assets.

American United Life - AUL evolved from the United Mutual Life Ins. Co. and the American Central Life Ins. Co., which merged in 1936, small- to mid-size market

Ameriprise Financial - over two million clients and one of the largest advisor networks in the country

Automatic Data Processing - payroll services since 1939, various fund families, partners: Goldman Sacs, Morgan Stanley, Sun America

 

Bisys - since 1989, growth through acquisitions, publicly held

Brown Brothers Harriman & Co. - since 1818, privately owned bank, trustee service

CIGNA Retirement & Investments formed in 1982 through a merger between Insurance Company of North America (since 1792) and Connecticut General Life Ins. Co. (since 1865), multiple fund families, offer bundled arrangement

CitiStreet - over 16,000 plans, 6.4 million participants, various funds and self-directed option available

Diversified Investment Advisors - since 1974, over $40 billion in assets representing over 1,500 retirement plans - target market: mid-sized pension market – companies with 100 to 20,000 employees with generally between $2 million and $100 million dollars in assets, sub-advised, multiple asset classes

Dreyfus - since 1951, managing approximately $1183 billion in more than 200 mutual fund portfolios, subsidiary of Mellon Financial

Fidelity Investments since 1946, over 300 mutual funds, assets under management more than $773.8 billion, bundled product or investments only, offers payroll processing

First American Funds - since 1967, merged in 2001 with Firstar, bundled arrangement, small- to mid-size market

 

Franklin Templeton - since 1947, reported assets under management of 256.2 billion for the month ended Feb., 2003, daily valuation or fully bundled, self directed available

Guardian - since 1860, various mutual funds

Invesco - An AMVESCAP member; in the DC marketplace since 1983; in 1997, INVESCO and AIM merged to form AMVESCAP PLC.

Invesmart - since 1999, growth through acquisitions, more than $10 billion in assets, over 7,000 plans and 550,000 participants, target market: small, medium and large, offers more than 70 funds in 23 asset classes

Hartford Life Insurance Company - since 1810, various fund families, corporate and government plans

ING Financial Services - provides retail and institutional clients with products and services in retirement services, annuities, life insurance, employee benefits, mutual funds, financial planning, reinsurance and institutional markets

John Hancock Funds - parent company Manufacturers Life Insurance Company since 1887.  Small to mid-size market, click here for updated ratings, various fund families

Lincoln Financial Distributors - With headquarters in Philadelphia, Lincoln Financial Group has consolidated assets of $107 billion (12/31/03). Through its family of companies, LFG provides annuities, life insurance, 401(k) plans, mutual funds, institutional investment management, and financial planning and advisory services.

MFS - since 1924

MassMutual parent Massachusetts Mutual Life since 1851,  began offering 401(k) plans in 1981 - click here for credit rating

Merrill Lynch - since 1914, $462 billion assets under management (Q4, 2002). Small to mid-size businesses use a 401(k) product that also offers services from Bisys and Paychex ($3 million or less); other services for larger coporations

Metlife - Metropolitan Life Insurance Co. since 1863, click here for updated ratings, target market: small to mid size healthcare, education and not-for-profit organizations

 

Milliman USA - since 1947, offers an unbundled or bundled arrangement, access to more than 360 fund families

Minnesota Life Insurance Co. - since 1880, over $19 billion in assets under management, click here for updated ratings

Morgan Stanley - since 1933.  total of $420 billion assets under management (11/2002), investments only or bundled product, payroll through ADP

Nationwide (Best of America) - parent company is Nationwide Life Insurance Co. since 1926, pension product: 'Best of America' launched in 1982, click here for updated ratings, various fund families

NYLIFE Distributors Inc., - parent company New York Life Insurance Co, since 1845, over $84 billion in assets under management and over $2 billion in annual revenues, click here for updated ratings, target market: small, medium and large organizations

Nicholas-Applegate Capital Management - since 1984, manages for individual and institutional investors, including corporate and government retirement plans, foundations, endowments, and mutual fund families

Ohio National Life - since 1909, multiple fund familes, daily valuation recordkeeping, unbundled, reported $9.3 billion of total assets under management as of Dec. 2000, click here for updated ratings

Oppenheimer - since 1960, more than $120 billion in assets, over 7 million shareholder accounts, more than 60 funds.

Pan American Life - since 1911, $2.2 billion in assets, target market: small to mid-sized companies (25 to 2,500 employees)

PNC Bank - provide personal banking services, wealth management, business banking and corporate & institutional services

Principal - in the group insurance and pension business since 1941, small to mid-size market, provides pension plans to more than 43,000 employer sponsors, integrated payroll/401(k) product (payroll through Ceridian).

Prudential - multiple fund families offered, bundled arrangement

Putnam Investments - as of 2/01/03 - $245 billion in assets under management, over 100 mutual funds, over 12 million shareholder accounts, and over 2,100 institutional and 401(k) clients

Schwab - provides services to retirement plan sponsors and participants, equity compensation plan services and other financial and retirement services to corporations and executives, recordkeeping and related services with respect to retirement plans

Scudder - DWS Scudder is the US retail brand name of Deutsche Asset Management (DeAM) -the global asset management division of Deutsche Bank.

Securian Financial Group, Inc. - providing more than $500 billion of insurance protection and safeguarding $27 billion of assets

 

 

SEI Investments - since 1968; manage $77 billion in assets for investors in eleven countries; focus on individual investors and companies

 

Seligman Financial - since 1864; more than 50 investment options; small business product which also offers administration

 

Smith Barney Citigroup - Institutional and small business product; recordkeeping service through CitiStreet; trust and custodial services offered

STI Capital Management - financial solutions for capital raising, investments, and working capital management

Sun Life of Canada - financial services organization providing a diverse range of wealth accumulation and protection products and services to individuals and corporate customers

TransAmerica Investors, Inc. - financial services and products with a common purpose.

TRowe Price - since 1937, offered its funds as retirement plan investments since 1972, total assets managed $131.6 billion (as of 9/2002)

UMB Bank - since 1913, unbundled services include trust services, investments, recordkeeping and administration

Vanguard Group, Inc. - since 1975, nearly $560 billion (2/2003), more than 17 million institutional and individual shareholder accounts, more than 110 domestic funds and more than 35 funds in foreign markets

Wachovia - market: all; small business market online 401(k) using Evergreen funds

Waddell & Reed - since 1937, as of June 30, 2002, managed $29.1 billion, of which $24.2 billion were mutual fund assets and $4.9 billion were institutional and privately managed accounts

 

Wells Fargo Bank - since 1854, $334 billion total assets (as of 9/2002), insurance and investments comprise approximately 15% of overall business operations