CitiStreet: 100% Focused on Benefits Delivery
CitiStreet combines the expertise and strength of two great financial
institutions - Citigroup and State Street Corporation - to deliver
unmatched benefits administration. As one of the nation's leading
benefits services providers, CitiStreet has the experience, dedication
and financial strength to deliver comprehensive benefits administration
and employee services. Our benefit solutions help you successfully
integrate and efficiently manage your benefit programs and provide your
employees with Direction-for-LifeTM.
Our focus is clear - we are an organization that is 100 percent dedicated to
the benefits delivery business, and our customers benefit in many ways from
our choice to be dedicated to benefits administration.
Whatever the size of your organization, we concentrate our vast resources and
proven strategies to deliver integrated defined contribution, defined benefit
and health & welfare plan services with unequaled responsiveness, innovative
technology and a commitment to superior service.
A Benefit Solution for All Plan Sizes
CitiStreet has a long-standing history of providing high-quality benefits
administration for some of the country's leading employers. We are a trusted
partner for three of the Fortune 10, and 12 of the Fortune 100 companies. Our
customers also include the top three pension funds/sponsors and 10 of the top
32 public pension systems.1
Using the experience and expertise gained from servicing the market's largest
and most complex plans, CitiStreet brings comprehensive benefit solutions to
companies of various sizes. Our infrastructure, resources and technology enable
us to provide cost-effective and integrated solutions for defined benefit, defined
contribution and health & welfare administration to companies with more than 3,000
employees.
In the small to mid-sized defined contribution marketplace, CitiStreet provides
administration for a broad cross-section of employers across the country:
- Over 5,000 small corporate 401(k) plans with less than 100 participants
- Over 1,400 defined contribution plans with 100 to 3,000 participants
- 214 plans with $20 to $100 million in DC assets
- 51 plans with $100 to $250 million in DC assets
Providing Direction-for-Life
CitiStreet's Direction-for-Life philosophy of delivering participant
products, services and tools helps people make sound and informed
benefit, savings and investment choices from their first day of
employment, through their working career and into retirement. More
than 11 million participants in over 16,000 plans worldwide look to
CitiStreet to provide defined contribution, defined benefit and/or
health & welfare plan services.
1 Pension & Investments Online, January 2006. Top 200
pension funds/sponsor ranked by total assets. Data as of September
30, 2005.
Statistics current as of December 2006 except where noted.
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