About Us

As a premier retirement plan service provider, First Union/Evergreen has earned an unparalleled reputation in the industry for delivering high quality service. First Union Corporation, which was founded in 1908, is a leading financial services company with assets of $247 billion at September 30, 2000, and market capitalization that places it among the top financial services companies in the world. First Union is the parent company of Evergreen. We are ranked as the nation’s sixth-largest bank and sixth-largest brokerage firm, serving 15 million customers. The Capital Management Group (CMG) is our trust and investment management arm and is one of three core business units within First Union. The Capital Management Group has approximately $674 billion in assets under custody and over $173 billion in assets under management at September 30, 2000, for our more than 3,000 clients. Benefit Services – the group that provides services to our employee benefit customers – is part of CMG. First Union offers many benefits: ¨ Retirement services provider for nearly 50 years. ¨ Regionally based administration. ¨ Leading edge technology to increase productivity. ¨ Continually enhances its products’ features and services. - Participant investment advice. - Internet access to account information – plan sponsors and participants. - Transactional access for participants via Internet. - Paperless loans. - Statements-on-demand. - Toll-free voice response unit (VRU) with access to live representatives. - Multi-lingual VRU and representatives. - Education-based participant statements. - Education-based distribution services. First Union Corporation is a publicly held company and is traded on the New York Stock Exchange under the ticker symbol “FTU.” Please refer to First Union’s website at www.firstunion.com for more information about the organization’s history, structure, ownership, relationships and strategic direction.