Institutional Trustee Services
Build lasting relationships with reliability.
You need a firm that you can count on to safeguard assets of employee benefit trusts for participants. Let our experienced team help handle custody settlement of trades, cash sweep, beneﬁt payments and other needs unique to your trust and the interests of your participants and beneﬁciaries.
Other post-employment benefits (OPEB) trust services
As one of the largest OPEB trust providers in the country, we work with you to help manage your assets and other Section 115 or VEBA Trust document services under GASB. We were among the first financial institutions to provide trust services to help public sector employers set aside funds for future benefits obligations.
OPEB trust services benefits
- Trust administration
- Trust document templates
- Asset management
- Ancillary revenue opportunities