Institutional Asset Services
Employee Benefit Collective Funds
Employers today must be more mindful than ever before regarding their responsibility as caretakers of employee retirement funds through pensions and other employee benefit collective funds. To serve the needs of employers, employees and retirees, Key provides a range of diversified, transparent, cost-efficient and professionally managed funds.
We offer a selection of employee benefit collective funds traded through the National Securities Clearing Center and priced daily. We offer a diversified selection of funds including Stable Value and Equity focused funds to help reduce the volatility of your investment results.
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.
Key manages employee benefit collective funds for middle market enterprises and regional non-profits, as well as serving the needs of large corporations. Recent successes include ongoing work with organizations and their stakeholders in sectors such as:
- Corporate and Union Pension Plans
- Public Fund Pension Plans
It’s important to be informed of the risk levels and performance of the funds that will invest your employee retirement dollars. Here are the annual reports for two of Key’s collective trust funds:
Review our agreements for MaGIC® (managed guaranteed investment contract funds) and multiple investment trusts for employee benefit plans.
KeyBank National Association is the Trustee of the KeyBank Multiple Investment Trust (the "MIT") for Employee Benefit Trusts and the KeyBank EB MaGIC® Fund. The KeyBank EB MaGIC® Fund is sub advised by Standish Mellon Asset Management LLC. Advisor receives a fee for their services.
NOT FDIC INSURED.NOT BANK GUARANTEED.MAY LOSE VALUE.NOT A DEPOSIT.NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY