USBank, Institutional Trust and Custody

IT&C Consultant Connection / Spring 2006

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Strong
partnership

Steadfast
service


Look for us at these
upcoming conferences:


May
•  National Municipal Unfunded
   OPEB Liability Conference
   May 25 - 26, 2006
   Washington, DC

June
•  IASA 2006 Educational
   Conference & Business Show
   June 4 - 7, 2006
   Boston, MA
•  HWA International, Inc.
   Annual Client Conference
   June 14 - 16, 2006
   Memphis, TN

July
•  The 2006 Western Benefits
   Conference
   July 16 - 19, 2006
   Las Vegas, NV

Tell Us What You Think
Please give us feedback on the issues that affect you and our mutual clients.

New Enhancements to U.S. Bank Health Savings SolutionTM
Offering Web-Based Health and Financial Management Tools

A recent survey indicates that the companies most successful at controlling health care cost increases are those that combine consumer-directed health plans, such as a High-Deductible Health Plan (HDHP) and a Health Savings Account (HSA), along with information that can help consumers make better health care choices.* More…

   Daniel Kelley

Sheri Fitts and John Watkins
Sharing Their Expertise with the Industry

Confirming U.S. Bank Institutional Trust & Custody's leadership in the field, two of our business development officers – Sheri Fitts and John Watkins – were recently recognized with appointments to key industry groups. More…

   Sheri Fitts

John Watkins

Partnering to Provide Investment Education to Participants
Offering One-to-One Investment Consultations

As Americans are asked to take on more responsibility for their own retirement savings, it is apparent that most are woefully unprepared to meet the challenge. U.S. Bank Institutional Trust & Custody, working with U.S. Bancorp Investments Inc., is committed to providing the guidance employees need to work toward a successful retirement savings strategy by offering one-on-one investment advice to plan participants, at no cost to either the sponsor or the participant. More…

   Partnering to Provide Investment Education to Participants

First American Funds® Wins Prestigious Lipper Awards

First American Funds was named the Lipper Fund Awards 2006 "Best Mixed Equity" fund group in the United States for the three-year period ended Dec. 31, 2005. First American Funds, one of the nation's largest mutual fund families, is a fund family advised by FAF Advisors, Inc. The funds are available as an investment option to retirement plans administered by U.S. Bank Institutional Trust & Custody. More…

   Lipper Award