Institutional trustee services to fit many situations

We deliver expertise and high-level service across a variety of trust types.

Get in touch

Karl Wilson
National Sales Manager
Institutional Trust and Custody
karl.wilson@usbank.com
866-681-5052

Employee benefit plan trusts

We serve as institutional trustee to various employee benefit plans including defined benefit and cash balance plans, voluntary employee benefit arrangements (VEBAs) and non-qualified deferred compensation plans.

 

 
  • Ability to act as directed fiduciary
  • Custody of domestic and global securities traded in public and private markets
  • Collection of principal and interest on called bonds, redemptions and maturities
  • Pension payment processing to participants and beneficiaries
  • Monthly statements and online reporting

Other post-employment benefits (OPEB) trusts

We help manage your assets and other Section 115 or VEBA Trust document services under GASB. We are one of the largest OPEB trust providers in the country and were among the first financial institutions to help public sector employers set aside funds for future benefits obligations.

 

  • Trust administration
    • Trust document templates
    • Asset management
    • Ancillary revenue opportunities

 

Environmental remediation trusts

We work with the grantor and governing regulatory authority to serve as a directed fiduciary to safeguard assets put aside for environmental remediation. We can work with any investment manager directing assets into domestic or foreign securities public and private markets.

Directed trustee and 1041 Grantor Trust and Form 1120-ND Tax preparation services are available for:

  • Nuclear decommissioning trusts
  • EPA trusts
  • Federal and state remediation trusts
  • Other grantor trusts

Reinsurance trust services

Work with our specialized insurance group to create highly customized reinsurance trusts and receive service from a proven team dedicated to helping you navigate the reinsurance landscape.

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Disclosures

Investment products and services are:

Not a Deposit • Not FDIC Insured • May Lose Value • Not Bank Guaranteed • Not Insured by any Federal Government Agency

Deposit products are offered by U.S. Bank National Association. Member FDIC.

The information included on these pages is for your information and is not intended as legal, accounting or tax advice. U.S. Bank and its representatives do not provide legal, accounting and/or tax advice. Clients are encouraged to contact their legal, accounting and/or tax advisor regarding their particular situation. While the information is intended to be accurate, neither U.S. Bank Investment Services nor the publisher accepts responsibility for relying on the information provided.