Wisconsin OPEB Trust

Plan Today. Benefit Tomorrow.

WI OPEB Trust - Put Investment Earnings to Work For You

Learn how the Wisconsin OPEB Trust can help your school district, city, village, town, county or state agency turn today's OPEB liabilities into tomorrow's OPEB benefits. 

Sponsored by CESA 6, the Wisconsin OPEB Trust Fund was designed in partnership with Associated Wealth Management, Graystone Consulting, Diversified Benefit Services, Inc., Key Benefit Concepts and Phillips Borowski. We can help you manage your retiree other post employment benefits, including health, dental and 403(b) retirement payments. 

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The Solution

Save district resources, as well as generations of taxpayer's money by allowing the investment earnings to pay a significant and meaningful portion of the benefit cost. The Wisconsin OPEB Trust helps districts set aside money to fund post-employment retiree health insurance benefits and to fund post-employment health reimbursement accounts (HRAs).

The Wisconsin OPEB Trust is an all-in-one solution for managing other post employment benefits. As an external OPEB Trust Fund administrator, we can provide your district with:

  • Fund 73 investment management
  • Corporate trustee administration
  • Legal services to establish a trust
  • Health Reimbursement Account (HRA) design and administration
  • Actuarial calculations
  • Employee benefit consulting

Services are provided based on your organization’s needs. For example, if your school district or government agency is already working with an actuarial or employee benefits consulting firm, the Wisconsin OPEB Trust Fund can provide investment management and corporate trustee services.
 

Learn More

Establishing a Trust Fund 

Trust Fund Benefits

Services

Actuarial Calculations

An experienced actuarial team will assist you in completing OPEB valuations for reporting purposes.

 

Employee Benefits Consulting

With partner Key Benefit Concepts, the Wisconsin OPEB Trust can assist in benefits design, negotiation and implementation. 

 

HRA Design & Administration

With Diversified Benefit Services, Inc., we offer HRA design, enrollment, communication, compliance testing and third-party administration.

 

Investment Management

WI OPEB Trust uses a 4-step process, enabling governing bodies to set direction for investment of OPEB trust funds.

 

Legal Services to Establish Trust

The ultimate product: a resolution and a legal opinion letter for the governing body to use in establishing the trust.

 

Trust Administration

WI OPEB Trust partner Associated Wealth Management administers fund contributions and distributions.

 
  • Main Office & All Mail:
  • 2935 Universal Ct
  • Oshkosh, WI 54904
  • Phone: 920-233-2372
  • Fax: 920-236-0580
  • Conference Center
  • 2300 State Road 44
  • Oshkosh, WI 54904
  • Phone: 920-233-2372
  • Fax: 920-424-3478