Financial Services Industry Links. - 401(k)Seminar Invitations

Broker Dealers

401k Resources


Aim Investments, Inc
11 Greenway Plaza, Suite 100, Houston, TX 77046, Main (800) 370.1519

AllianceBernstein Investment Research and Management
Contact: Kelly Guter (201) 319.4419, 1345 Avenue of the Americas, New York, NY 10105, Main (212) 969.1000, www.alliancebernstein.com

Amvescap Retirement, Inc
Contact: Ben Utt, 400 Colony Square, Suite 200, 1201 Peachtree Street, NE, Atlanta, GA 30361, Main (800) 538.637, www.AmvescapRetirement.com

Bisys Retirement Services, Inc.
Contact: Wayne Finnegan (617) 824.1311, 200 Dryden Road, Dresher, PA 19025, Main (215) 648.8000, www.bisysretirement.com

Calvert
Contact: Christine Teske (301) 951.4871, 4550 Montgomery Avenue, Bethesda, MD 20814, Main (800) 327.210, www.calvert.com

DailyAccess Corporation
Contact: Internal Sales, 3101 International Drive, Building 6, Mobile, AL 36606, Main (251) 665.1800, www.dailyaccess.com

Eaton Vance
Contact: John Trotsky (617) 598.8866, 255 State Street •Boston, MA 02109, Main (800) 225.626, www.eatonvance.com

Fidelity Investments Institutional Services Co. Inc.Contact: Fidelity Advisor Premium Services (800) 684.5254 Option #1, 500 Salem Stree, Smithfield, RI 0291, http://advisor.fidelity.com/401k

Franklin Templeton Investments
Contact: Louis Chong (866) 353.5227, One Franklin Parkway, San Mateo, CA 94403-1906, Main (800) 632.2350, www.franklintempleton.com

Fiserv Investment Support Services (Fiserv ISS)
Contact: Jeffrey McCoy, 717 17th Street, Suite 2600, Denver, CO 80220, Main (800) 553.4337 x234, www.fiserviss.com

GoldK Inc.
Contact: Leonid Berline (781) 693.4675, 1400 Main Street, Suite 100, Waltham, MA 02451, Main (781) 693.4600, www.goldk.com

The Hartford
Contact: Chris Chaia (800) 874.2502 ext. 4, 200 Hopmeadow Street, Simsbury, CT 06089, http://retire.hartfordlife.com

ING
Contact: Betty Desiderio, 151 Farmington Avenue, Hartford, CT 06156, Main (866) 723.4646, www.INGRetirementplans.com

JP Morgan Retirement Plan Services
Contact: David Embry (816) 340.7279, 9300 Ward Parkway, Kansas City, MO 64114, Main (800) 988.9084, www.plansponsorportal.com

Lincoln Retirement Financial Services
1300 South Clinton Street, Suite 500, Fort Wayne, IN 46802, Main (800) 248.0838, www.LincolnDirector.com

Lord, Abbett & Co. LLC
Contact: Gregory Schneider (201) 395.2320, 90 Hudson Street, Jersey City, NJ 07302, Main (888) 522.2388, www.lordabbett.com

Manulife Financial
Contact: Arlene Heffron, 601 Congress Street, Boston, MA, Main (877) 346.8378, www.manulife.com

Marshall & Ilsley Trust Company N.A.
Contact: Kevin Harley (414) 287.7250, 1000 North Water Street, Milwaukee, WI 53202, Main (866) 418.9339, www.mitrust.com

The Retirement Group at Merrill Lynch
Contact: Dennis Sain (312) 789.9202, 1400 Merrill Lynch Drive, Pennington, NJ 08534, www.ml.com

Mutual of Omaha
Contact: Retirement Plans Sales Desk (877) 401.7253, Mutual of Omaha Plaza, Omaha, NE 68175, Main (402) 342.7600

Nationwide Financial
One Nationwide Plaza, Columbus, OH 43215, Main (800) 626.3112 Option 1, www.nationwide.com

The Newport Group
Contact: Geraldine OBrien, 300 International Parkway, Suite 270, Heathrow, FL 32746, Main (407) 333.2905, www.newportgroup.com

New York Life Investment Management
Contact: Gary Jackson, 169 Lackawanna Avenue, Parsippany, NJ 07054, Main (888) 695.4015, www.nylim.com/retirement

OneAmerica (formerly AUL)
Contact: Terry Burns (317) 285.1618, One American Square, Indianapolis, IN 46206, Main (317) 285.1877, www.eretirement.aul.com

OppenheimerFunds Inc.
Contact: Alyson Frost, 2 World Financial Center, 225 Liberty Street, 11th Floor, New York, NY 10080, Main (800) 734.5222, www.oppenheimerfunds.com

Principal Financial Group
Contact: Tim Minard, 711 High Street, Des Moines, IA 50392, Main (800) 986.3343, www.principal.com

Prudential Retirement
Contact: Dave Castellani, 280 Trumbull Street, Hartford, CT 06103, Main (800) 353.2847, www.prudential.com

Putnam Investments
Contact: Chuck Lacascia (617) 760.6520, One Post Office Square, Boston, MA 02109, Main (617) 292.1000, www.putnam.com

Securian Retirement Services, a business unit of Minnesota Life
Contact: National Retirement Plan Sales Team (877) 876.4015, 400 Robert Street North, St. Paul, NM 5050, Main (651) 665.3500, www.securian.com

Security Benefit Group of Companies
Contact: Tom Granger, One Security Benefit Plac, Topeka, KS 66636-0001, Main (785) 438.3000, www.securitybenefit.com

Seligman Advisors Inc
Dina Cutrone (212) 850.1458, 100 Park Avenue, 3rd Floo, New York, NY 10017, Main (888) 597.1553, www.seligmanretirement.com

TRADEPMR
Contact: Robb Baldwin, 1703 SW 80th Boulevard, Gainesville, FL, Main (888) 723.3767, www.tradepmr.com

T. Rowe Price Group
Contact: Heidi Walsh (410) 345.7783, 100 East Pratt Street, Baltimore, MD 21202, Main (800) 638.7890, www.troweprice.com

Symetra Financial (formerly Safeco Life & Investments)
Contact: Bob Follette (425) 376.5485, 5069 154th Place, NE, Redmond, WA 98052, Main (877) 796.387, www.symetra.com

The Vanguard Group
Contact: Gerry Mullane (610) 669.4024, P.O. Box 2600, Valley Forge, PA, Main (610) 669.100, www.vanguard.com

Wachovia Bank N.A.
Contact: Joseph Ready, 401 South Tryon Street, Charlotte, NC 28202, Main (800) 669.5812, www.wachovia.com/401k

Wells Fargo
Contact: Dana Odem (602) 378.6350, 420 Montgomery Street, San Francisco, CA 94163, Main (866) 235.6522, www.wellsfargo.com

Unified Trust Company, N.A.
Contact: Peter Swisher (877) 411.8781 ext. 228, 2353 Alexandria Drive, Suite 100, Lexington, KY 40504, Main (877) 411.8781, www.unifiedtrust.com