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You are leaving SSGA.com

The website you are accessing is created and maintained by another entity. We make no representation or warranty with respect to the information contained on the site or that it is appropriate in all jurisdictions or countries, or for use by all investors or counterparties. The products and services discussed at this site may not be appropriate for sale or use by all investors or counterparties. By providing this link, we are not providing you with investment advice or offering securities for sale to you. All persons and entities that access this site do so on their own initiative and are responsible for compliance with applicable local laws and regulations.

You are leaving SSGA.com

The website you are accessing is created and maintained by another entity. We make no representation or warranty with respect to the information contained on the site or that it is appropriate in all jurisdictions or countries, or for use by all investors or counterparties. The products and services discussed at this site may not be appropriate for sale or use by all investors or counterparties. By providing this link, we are not providing you with investment advice or offering securities for sale to you. All persons and entities that access this site do so on their own initiative and are responsible for compliance with applicable local laws and regulations.

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Defined Contribution

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

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

Experience

30+ Yrs

Assets

$60B

In company stock assets i

Transactions

350+

(Including 30+ pension risk transfers)

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.

Footnotes

iAs of January 2019.

Questions? Feel free to

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.  

© 2019 %%State Street Corporation%%. All rights reserved.