Build a Stronger Financial Tomorrow, Starting Today

Build a robust financial future with effective OPEB management. Our tailored guidance will guide you on the path to greater economic security.

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OPEB Trust

Our tailored OPEB Trust solutions address educators' specific needs, funding health, dental, and other post-employment benefits effectively. They simplify fund management, from legalities to investment oversight, ensuring you manage your obligations with ease and confidence.

As the Wisconsin OPEB Trust Facilitator, CESA 6 can provide your district with:

  • Professional Third-Party OPEB Trust Investment Management
  • Specialized DFI-Registered Trust and Custody Services
  • Legal Services to Establish a Trust
  • On-going Compliance

The WI OPEB Trust will help you establish a trust by helping you:

  • Draft the legal agreements
  • Set your investment policy
  • Providing program oversight over the investment manager, trustee, and custodian

The Wisconsin OPEB Trust is a turn-key solution for managing OPEB obligations. Participants “pay it forward” with a range of dividends:

  • Reinvestment of earnings and interest to help pay OPEB obligations
  • Highly competitive service fees negotiated by CESA 6 on behalf of all Wisconsin OPEB Trust participants
  • Favorable view from credit rating agencies
  • Categorical, special education and other aid credits
  • Specialized third-party trust, custody and investment management services
  • CESA 6 facilitation including service provider RFPs, semi-annual participant meetings and updates, and legal agreement and Board of Education resolution templates
  • Receive quarterly investment reports that visually show performance

Don’t let OPEB liabilities weigh down your school district’s finances. Partner with CESA 6 to effortlessly establish and manage your OPEB Trust.

Secure Long-term Financial Health

  • Understand the Challenge

    Initiate your partnership with CESA 6 through a focused evaluation session to pinpoint your district's specific post-employment benefits, challenges, and opportunities.

  • Choose the Path

    After detailed analysis, we offer personalized OPEB Trust strategies that enhance financial stability and meet the unique demands of your educators and staff.

  • Implement the Solution

    We implement your tailored OPEB solution with precision, ensuring ongoing management and adjustments to continuously meet your district's evolving needs.