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.