Wisconsin OPEB Trust partner Associated Wealth Management administers fund contributions and distributions.
The Corporate Trustee assumes fiduciary responsibility for administering the fund providing:
- consultations to determine appropriate contribution/distribution schedules
- on-going record-keeping and reporting
- benefits distribution as directed by participating agencies/administrators
Boards and councils retain responsibility for direction and oversight of the fund. To assist in this endeavor, Graystone Consulting provides quarterly performance statements to keep elected officials up-to-date on fund performance and satisfy DPI reporting requirements.
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