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Services for Institutional Clients
Client Services
| | Comprehensive client performance and market reviews given by experienced client service executives on a quarterly basis or as needed. |
| | Quarterly fund communications for plan participants, including fund performance and portfolio manager/market commentary. |
| | Online access to fund performance, daily prices, fund literature and other information.
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Account Services
| | A toll-free number and registered shareholder servicing staff to serve as a continuous point of contact for all account services requests. Account Services Representatives may be reached by calling 1-888-425-6432 between 8:30 am and 5:30 pm Eastern Time. |
| | Monthly reporting, including performance and account statements. |
| | Year-end tax reporting for taxable accounts. |
| | Coordination with plan service providers for account set-ups, contracts and operating procedures. |
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