Trust Fund Process
The Wisconsin OPEB Trust simplifies the process of establishing an OPEB Trust Fund, helping you meet and manage OPEB requirements.
Step 1: Complete actuarial valuations of OPEB obligations.
The Wisconsin OPEB Trust’s actuarial and benefits experts analyze the current obligations, discuss options to reduce the liability and educate key stakeholders.
Step 2: Draft legal documents to establish your organization’s trust fund.
The Wisconsin OPEB Trust helps you structure the fund and provides you the documents needed for implementation.
Step 3: Set your district’s investment policy.
Working closely with your elected and staff leadership, Graystone Consulting's public sector investment team helps you set financial objectives, define your investment strategy and design your portfolio to suit your goals, philosophy and risk tolerance.
Step 4: Contribute to the fund.
Your organization sends establishing funds to the corporate trustee, Associated Wealth Management. Associated assumes responsibility for administering contributions to and distributions from the fund.
Step 5: Provide oversight.
Quarterly fund performance reports support your organization’s business manager, superintendent, or Finance Committee in its investment oversight while annual performance statements satisfy DPI reporting and review.
Step 6: Breathe easier.
Your school district can provide a transparent account of OPEB obligations to your stakeholders and use OPEB information to guide decision-making.
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