A Full Complement of Investment Services
Our investment line-up was designed with flexibility in mind. Sponsors can select from investment options that include mutual funds, commingled funds, and direct-managed accounts from leading asset managers. We also provide access to self-directed brokerage* services for participants. Our unique Portfolios Asset Allocation Program** enables plan sponsors to offer plan-specific customized asset allocation portfolios to participants.
* Offered through State Street Brokerage Services, Inc., a wholly owned subsidiary of State Street Bank and Trust Company, SIPC, P.O. Box 1985, Boston, MA 02105. Mutual funds and other investments available through State Street Brokerage are not bank deposits and are not insured or guaranteed by State Street Bank & Trust, State Street Brokerage, New York Life Benefit Services LLC or the Federal Deposit Insurance Corp. (FDIC). In addition, these securities are subject to investment risk, including possible loss of principal invested. Prospectus material can be requested by calling State Street Brokerage. Investors should read the prospectus carefully before making any investment.
** Securities offered through NYLIFE Securities Inc., 51 Madison Avenue, New York, NY 10010.
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