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Resource Centers Clients
 
               
    Defined Benefit Plans :    
    Other Updates:

Defined Benefit Recordkeeping & Administration Clients

Through the Pension Resource Center:

 

 

à         Amalgamated Transit Union Local 1596 Pension Plan

à         Boynton Beach General Employees Pension Fund

à         Cape Coral Firefighters Pension Fund

à         Cape Coral General Employees Pension Fund

à         Cape Coral Police Pension Fund

à         Daytona Beach Police & Fire Pension Fund

à         Deerfield Beach Police Pension Fund

à         Delray Beach Firefighters and Paramedics Retiree Benefit Fund

à         Fort Pierce Police Pension Fund

à         Gulfport Firefighters’ Pension Fund

à         Gulfport Police Officers’ Pension Fund

à         Hallandale Beach Police & Fire Pension Fund

à         Jupiter Police Pension Fund

à         Lake Park Police Pension Fund

à         Lake Mary Firefighters’ Pension Fund

à         Lake Mary Police Officers’ Pension Fund

à         Lake Worth Division I Firefighters Pension Trust Fund

à         Lake Worth Division II Firefighters Relief and Pension Fund

à         Lake Worth General Employees Pension Fund

à         Lake Worth Police Pension Fund

à         Lantana Firefighters’ Pension Fund

à         Miami Springs General Employees Retirement System

à         Miami Springs Police Officers Retirement System

à         Miramar Firefighters Pension Fund

à         North Palm Beach Police & Fire Pension Fund

à         Northport Firefighters Pension Fund

à         Northport Police Officers Pension Fund

à         Palm Beach Gardens Firefighters Pension Fund

à         Palm Beach Gardens Police Pension Fund

à         Palm Springs General Employees Pension Fund

à         Palm Springs Hazardous Employees Pension Fund

à         Palm Tran/ ATU Local 1577 Pension Plan

à         Riviera Beach Municipal Firemen’s Pension Trust Fund

à         St. Lucie County Fire District Employees Health and Welfare Trust

à         St. Lucie County Fire District General Employees Pension Fund

à         St. Lucie County Fire District Firefighters Pension Fund

à         Sunrise General Employees Retirement Plan

à         Tequesta General Employees’ Pension Fund

à         Tequesta Public Safety Pension Fund

à         Venice Police Officers’ Pension Fund

à         West Palm Beach Firefighters Benefit Fund

à         West Palm Beach General Employees’ Pension Fund

à         West Palm Beach Firefighters Pension Fund

à         US Sugar Corporation

à         US Sugar Benefit Plan

 


   
    Additional Professional Working Relationships :    
    Other Updates:

Some Additional Professional

Working Relationships

 

à         Actuarial Sciences Associates, Inc. (Actuary)

à         Adalante (Investment Manager)

à         Advisory Research (Investment Manager)

à         Agincourt Capital Management (Investment Manager)

à         Altheia Research & Management (Investment Manager)

à         Allegiance Capital (Investment Manager)

à         Alliance Bernstein & Co. (Investment Manager)

à         Anchor Capital Advisors (Investment Manager)

à         Argent Capital Management (Investment Manager)

à         Ark Asset Management (Investment Manager)

à         American Realty Advisors (Investment Manager)

à         Amsouth Bank (Custodian)

à         Anchor Capital Management (Investment Manager)

à         Aon Consulting (Actuary)

à         Archstone Partnership (Investment Manager)

à         Artisan (Investment Manager)

à         Ark Asset Management (Investment Manager)

à         Artio Global Investors (Investment Manager)

à         Asset Consulting Group, Inc. (Investment Consultant)

à         Asset Strategy Consultants (Investment Consultant)

à         Axiom International Investors (Investment Manager)

à         Bank of America (Banking)

à         Bank of New York (Custodian)

à         BankAtlantic (Banking)

à         Barclay Global Investments (Investment Manager)

à         Baring Asset Management (Investment Manager)

à         Baron Capital (Investment Manager)

à         Barrow Hanley (Investment Manager)

à         Berman DeValerio (Securities Litigation)

à         BNY Mellon (Custodian)

à         BNY Convergex (Commission Recapture)

à         Bogdahn Consulting (Investment Consultant)

à         Bollenback & Forret (Accountant)

à         Boston Company (Investment Manager)

à         Buck Consultants (Actuary)

à         Buckhead Capital Management (Investment Manager)

à         Burgess Chambers & Assoc. (Investment Consultant)

à         Caballero & Castellanos (Auditor)

à         Calamos Investments (Investment Manager)

à         Caler Donten Levine (Auditor)

à         Capis (Commission Recapture)

à         Cherry, Bekaert, and Holland, CPA (Accountant)

à         Chicago Equity Partners (Investment Manager)

à         Christiansen & Dehner (Attorney)

à         Citi Institutional Consulting (Investment Consultant)

à         Citigroup (Custodian)

à         Ron Cohen (Attorney)

à         Collins Capital (Investment Manager)

à         Cooke & Bieler (Investment Manager)

à         CS McKee (Investment Manager)

à         Cypen and Cypen (Attorney)

à         Dahab Associates (Investment Consultant)

à         Dana Investment Advisors (Investment Manager)

à         Davidson Jamieson & Cristini (Auditor)

à         Davis, Hamilton, and Jackson (Investment Manager)

à         DePrince, Race, and Zollo (Investment Manager)

à         Dimensional (Investment Manager)

à         Dodge & Cox (Investment Manager)

à         Donaldson & Company (Commission Recapture)

à         Driehaus Capital Management (Investment Manager)

à         Dulaney & Company (Actuary)

à         Eagle Asset Management (Investment Manager)

à         Earnest Partners (Investment Manager)

à         EFI Actuaries (Actuary)

à         Ellen Schaffer (Programming & Software Consultant)

à         Ernest & Young (Accountant)

à         Fayez Sarofim & Company (Investment Capital)

à         Fiduciary Trust International of the South (Custodian)

à         Fifth Third Bank (Custodian)

à         First Southern (Banking)

à         Fischer Investments (Investment Manager)

à         Florida Division Retirement

à         Foster and Foster (Actuary)

à         FPPTA (Association)

à         Franklin Templeton (Investment Manager)

à         Freiman Little Actuaries (Actuary)

à         Gabelli Asset Management (Investment Manager)

à         Gabriel, Roeder, Smith and Company (Actuary)

à         Geneva Capital Management (Investment Manager)

à         GE Asset Management (Investment Manager)

à         Global Transition Solutions (Transition Manager)

à         Goldman Sachs (Investment Manager)

à         Goldstein Schecter Koch (Auditor)

à         Steve Gordon, CPA (Accountant)

à         Guggenheim Real Estate (Investment Manager)

à         Gulliard Capital Management (Investment Manager)

à         Haas Diaz & Company (Auditor)

à         Hanson, Perry, & Jensen, P.A. (Attorney)

à         Harris Associates (Investment Manager)

à         Indepedence Investments (Investment Manager)

à         Intech (Investment Manager)

à         ICC Capital Management (Investment Manager)

à         ICMA (Investment Manager)

à         Income Research & Management (Investment Manager)

à         Intech Investment Management (Investment Manager)

à         Invesco Capital Management (Portfolio Manager)

à         IronBridge Capital Management (Investment Manager)

à         Janus Intech Group (Investment Manager)

à         JP Morgan Chase (Investment Manager)

à         Kalson & Associates (Investment Consultant)

à         Kennedy Capital Management (Investment Manager)

à         Key Trust (Custodian)

à         Klausner & Kaufman (Attorney)

à         Koch, Reiss & Company (Auditor)

à         KPMG (Auditor)

à         Lazard Asset Management (Investment Manager)

à         Lee Munder Capital Group (Investment Manager)

à         Legg Mason (Investment Manager)

à         Loomis Sayles & Company (Investment Manager)

à         Lotsoff Capital Management (Investment Manager)

à         Lynch Jones Ryan (Commission Recapture)

à         Mainstay (Investment Manager)

à         Matrix (Custodian)

à         MBIA Capital Management (Investment Manager)

à         MD Sass Associates (Investment Manager)

à         Mellon (Actuary)

à         Mercator (Investment Manager)

à         Meridian Capital Partners (Investment Manager)

à         Merrill Lynch Consulting Services (Investment Consultant)

à         MFS Institutional (Investment Manager)

à         Mierzwa and Associates (Attorney)

à         Milberg Weiss (Securities Litigation)

à         Milliman USA (Investment Consultant)

à         Mondrian Investment Partners (Investment Manager)

à         Montag & Caldwell (Investment Manager)

à         Munder Capital Management (Investment Manager)

à         NCPERS (Association)

à         Northern Trust (Custodian)

à         NWQ Investment Management (Investment Manager)

à         Oakmark (Investment Manager)

à         Oechsle International (Investment Manager)

à         Oppenheimer Capital (Investment Manager)

à         PIMCO (Investment Manager)

à         Pine Grove Associates (Investment Manager)

à         Prime Buchholz & Assoc. (Investment Consultant)

à         Pine Grove Associates (Investment Manager)

à         Pomerantz (Investment Consultant)

à         Prime Buchholz & Associates (Investment Consultant)

à         Principal Global Advisors (Investment Manager)

à         Prudential Securities (Investment Manager)

à         Public Pension Professionals (Actuary)

à         Rachlin Cohen & Holtz (Auditor)

à         Rayborn & Co. (Investment Manager)

à         Regions Bank (Custodian)

à         Richmond Capital Management (Investment Manager)

à         Rigel Capital (Investment Manager)

à         Rittenhouse Financial Services (Investment Manager)

à         Rhumbline (Investment Manager)

à         Roanoke Asset Management (Investment Manager)

à         Rockwood Capital Advisors (Investment Manager)

à         Royce Funds (Investment Manager)

à         RREEF (Investment Manager)

à         Ruden (Attorney)

à         Robert Klausner (Attorney)

à         Salem Trust Company (Custodian)

à         Sawgrass Asset Management (Investment Manager)

à         Saxena White (Class Action Counsel)

à         Segal Company (Actuary)

à         Schiffrin & Barroway (Securities Litigation)

à         Scott & Scott (Securities Litigation)

à         Southeastern Advisory Services (Investment Manager)

à         Stanley, Holcombe & Associates (Actuary)

à         State Street Bank (Custodian)

à         Stralem & Company (Investment Manager)

à         State Street Global Advisors (Investment Manager)

à         Strong Capital Management (Investment Manager)

à         Sugarman and Susskind, P.A. (Attorney)

à         SunTrust Bank (Custodian & Banking)

à         Systematic Financial Management (Investment Manager)

à         Taplin Canida & Habacht (Investment Manager)

à         Thistle Asset Consulting (Investment Consultant)

à         Thompson Siegal Walmsley (Investment Manager)

à         Thornburg Investment Management (Investment Manager)

à         Torray (Investment Manager)

à         Travelers (Fiduciary Liability Insurance)

à         Trusco Capital (Investment Manager)

à         UBS Realty Investments (Investment Manager)

à         Ulico (Fiduciary Liability Insurance)

à         Vanguard Group (Investment Manager)

à         Victory Capital Management (Custodian)

à         Voyageur Asset Management (Investment Manager)

à         Wachovia Bank (Custodian & Banking)

à         Wells Capital Management (Investment Manager)

à         Wells Fargo (Custodian & Banking)

à         Wentworth Hauser & Violich (Investment Manager)

à         West Cap (Investment Manager)

à         Western Asset Management (Investment Manager)

à         Westwood Management Corporation (Investment Manager)

à         William Blair & Company (Investment Manager)