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    Independent Fiduciary Services

    In an era of increasing complexity surrounding fiduciary responsibility, we can help by providing independent expertise and acting solely in the interest of the plan participants and beneficiaries.

    Our Business
    >30

    years of experience

    $60 billion

    in company stock assets i

    >350

    transactions, including >30 pension risk transfers

    Let State Street assist you in fulfilling your fiduciary responsibilities by putting our experience to work for you.

    Services

    • Fiduciary oversight of employer stock
    • Sun-setting employer stock funds
    • Insurance provider selection for annuitizing defined benefit plans (in accordance with the Department of Labor’s Interpretive Bulletin 95-1)
    • In-kind contributions to defined benefit plans
    • Proxy voting and other corporate actions
    • Liquidity management & trade execution

    Strategies 

    • Navigating the regulatory environment
    • Coordinating provider relationships (including recordkeepers and custodians)
    • Facilitating administrative reporting to plan sponsors
    • Assisting with employee communications 
    • Offering insight into key investment and policy issues facing people and plans

    For more information on how we can support your business, contact us at IndependentFiduciaryServices@ssga.com.

    Retirement Solutions for People, Plans and Policy
    Footnotes

    iAs of January 2019.

    This information is for informational  purposes only, not to be construed as investment advice or a recommendation or offer to buy or sell any security. Investors should always obtain and read an up-to-date investment services description or prospectus before deciding whether to appoint an investment manager or to invest in a fund. Any views expressed herein are those of the author(s), are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. There are no guarantees regarding the achievement of investment objectives, target returns, portfolio construction, allocations or measurements such as alpha, tracking error, stock weightings and other information ratios. The views and strategies described may not be suitable for all investors. SSGA does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Investing entails risks and there can be no assurance that SSGA will achieve profits or avoid incurring losses.

    Performance quoted represents past performance, which is no guarantee of future results. Investment return and principal value will fluctuate, so you may have a gain or loss when shares are sold. Current performance may be higher or lower than that quoted.

    Images of NYSE Group, Inc. are used with permission of NYSE Group, Inc. Neither NYSE Group, Inc. nor its affiliated companies sponsor, approve of or endorse the contents of this program. Neither NYSE Group, Inc. nor its affiliated companies recommend or make any representation as to possible benefits from any securities or investments.


    View the FinSA disclosures

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