Marshall & Ilsley Selected 401k Open Architecture Program
MILWAUKEE, WI, October 2, 2003 -- Marshall & Ilsley Trust Company N.A. (M&I Trust) has been selected as a preferred corporate retirement plan provider to participate in the new national 401k Open Architecture program sponsored by NFP Securities Inc. (NFP).
M&I Trust's comprehensive support program includes an extensive lineup of diverse investments with the servicing excellence of their corporate retirement group.
"The strength of M&I Trust's credentials was a major factor in NFP's selection process," said Forrest Dupré, vice president, Marshall & Ilsley Trust Company N.A. M&I Trust has consistently earned a 98 percent client retention rate and was named one of the two highest-rated retirement plan providers in the November 2002 PLANSPONSOR Defined Contribution Survey with nine Top-Rated rankings and three Commended ratings out of 16 categories. In addition, the survey indicated that 100 percent of client respondents would recommend M&I Trust to other plan sponsors.
About Marshall & Ilsley Trust Company N.A.
Since 1958, M&I Trust has provided retirement plan services which today total over 1,200 plans nationwide and recordkeeping for more than 280,000 plan participants. M&I Trust also custodies over $60 billion in plan assets, with more than $14 billion under management and provides a comprehensive range of trust, custodial and related services to corporate, institutional and individual clients nationwide. Office locations include Wisconsin, Arizona, Florida, Illinois, Minnesota, Missouri, Nevada, and North Carolina.
About NFP
NFP Securities Inc. (NFPSI), a broker-dealer with a nationwide network of 900 registered representatives has more than 300 representatives who are active in the retirement plan market. NFPSI is a wholly owned subsidiary of National Financial Partners Corp. (NFP). Founded in 1999, NFP continues to build one of the nation's premier independent financial services distribution companies serving high net worth individuals and successful corporations. NFP has acquired more than 120 independent firms that specialize in estate planning, benefits and financial planning. For more information, visit www.nfp.com.
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