Press Release
American Express Retirement To Provide Retirement Services Charter One Bank
MINNEAPOLIS, February 18, 2003 -- Charter One Bank, Cleveland, Ohio, has retained American Express Retirement Services to provide bundled investment management services, daily recordkeeping, trust services, and employee financial education for its $340 million 401k savings plan. Plan participants will have access to investment options provided through American Express Financial Advisors, Inc., American Express Trust Company, and the SmartPartnersŪ Platinum alliance program.
American Express Retirement Services, a service group of American Express Financial Advisors, is a provider of services for defined contribution and 401k plans with total combined assets of more than 26.7 billion and a participant base of more than 1 million as of December 31, 2002. Based in Minneapolis, it provides corporations, unions and municipalities nationwide with a complete package of financial education, recordkeeping and trustee services for qualified retirement plans. For more information on American Express Retirement Services, visit www.americanexpress.com/sponsors.
American Express Retirement Services is a service group of American Express Financial Advisors, provider of financial advisory services and investment programs for more than 2.3 million clients. American Express Financial Advisors has helped people with their financial goals for more than 100 years.
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