Providers of top tier trust administration and investment management for retiree healthcare funding

Turn-key Solution…Economies of Scale…Industry Leaders – The PARS OPEB Trust brings together the strengths of industry leaders Vanguard and US Bank. Established in 2004 the PARS Section 115 trust was approved by the IRS and received a first of its kind IRS Private Letter Ruling and has grown to over 440 clients and over $5 billion in assets in 11 states.

PARS: Trust Administrator & Consultant

• Administrator of fastest growing Section 115 Trust in New England
• Develops and manages compliant trust documents

U.S. Bank: Trustee & Investment Manager Option

• 5th  largest commercial bank and one of the nation’s largest trustees for Section 115 trusts
• Provides ongoing advisory and co-fiduciary services

Vanguard: Investment Manager Option

• Independent low-cost investment advisor
• Economies of scale fee structure – invest funds for under 0.025% of assets (2.5 basis points)

The PARS OPEB Trust and its partners offer a comprehensive turn-key trust services solution providing our clients with:

• Trust Administration & Trustee Services
• Ready-to-go Compliant Trust Documents
• Federal & State Compliance Monitoring
• Flexible Low-Cost Investment Options
• Fiduciary Investment Management
• Annual Audit & GASB Reporting Support