Overview
We offer a selection of employee benefit collective funds traded through the National Securities Clearing Corp and priced daily. We offer a diversified selection of funds including Stable Value Fixed Income, Convertible and Equity focused funds. Under certain circumstances, our funds are also available to other financial institutions and registered investment advisors that have fiduciary responsibilities for one or more employee benefit trusts and plans.
It’s important to be informed of the risk levels and performance of the funds that will invest your employee retirement dollars. The following includes a selection of informative documents for the suite of KeyBank Employee Benefit Funds.
Annual Reports
Fund Fact Sheets
Product Description & Disclosures
Trust Agreements
Review our agreements for the EB MaGIC® Fund and the Multiple Investment Trust for Employee Benefit plans.
Contact Us
Investments are: