INDEPENDENT FIDUCIARY SERVICES

As your plan grows, your fiduciary responsibilities become more complex. Appointing an independent fiduciary who acts solely in the interest of participants helps you satisfy your fiduciary responsibilities, while avoiding potential conflicts of interest.

When you choose SSGA, we can help you with a broad range of needs, from acting as independent fiduciary for the company stock in your DC plan to selecting an annuity provider for your DB plan.

 

Services at a glance

  • Fiduciary Oversight of Company Stock in DC and DB Plans
  • Trade Execution
  • Proxy Voting
  • Sun-setting Employer Stock Funds
  •  In-kind Contributions to DB Plans
  • Choosing Insurance Providers for Annuitizing DB Plans

 

Focused on your needs

When you choose us as your independent fiduciary, you'll enjoy:

  • A trusted partner with over 25 years of independent fiduciary experience
  • An experienced team with average tenure of 20 years, with responsibility for more than $60 billion in company stock assets
  • A valued resource for navigating fiduciary responsibilities, participant communications and other key issues facing plan sponsors today
  • Administrative reporting to the sponsor or appointing fiduciary
  • Help navigating the complex regulatory standards governing company stock programs in both DC and DB plans
  • Seamless coordination with other plan providers, including recordkeeper and custodian
  • Deep experience in selecting an annuity provider in accordance with the Department of Labor's Interpretive Bulletin 95-1

Learn More

SSGA can help you outsource the fiduciary oversight of your company stock fund, the selection of an annuity provider or other fiduciary challenge with confidence and ease. We look forward to beginning a conversation with you about the best way to serve the needs of you and your participants.

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