Strong
partnership
Steadfast
service |
• Made In America,
Feb. 12-15, Las Vegas
• National Association of
State Treasurers
Annual Conference,
March 5-8, Washington, DC
• Mid-Sized Pension Conference,
March 12-15, San Francisco
• California Association of
School Business Officials
Annual Meeting,
April 18-22, San Diego
• National Conference for
Public Employees
Retirement Systems,
April 30-May 4, Fort Lauderdale
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Tell Us What You Think
Look for our annual consultant survey in March. It's your chance to give us feedback on the issues that affect you and our mutual clients.
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Best Wishes for 2006
Welcome to this year's first issue of IT&C Consultant Connection. We had a momentous year in 2005, and are excited about our many initiatives for 2006. We hope you enjoy reading about them.
We'd like to thank our returning readers for their continuing partnership and loyalty. And, if you're one of the many advisors and consultants who are receiving IT&C Consultant Connection for the first time, welcome. This e-newsletter is designed to help keep you informed of the latest developments within U.S. Bank Institutional Trust & Custody.
On behalf of the entire staff of U.S. Bank, best wishes for a happy, healthy and prosperous 2006.
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Looking Back
Highlights of 2005 at Institutional Trust & Custody
The past year was a highly productive one for U.S. Bank Institutional Trust & Custody. From enhancing and adding products to the Wachovia acquisition, 2005 brought exciting growth and change to our organization as well as increased efficiencies and expanded services for our mutual clients. More…
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Moving Forward
Major Initiatives for 2006 at U.S. Bank Institutional Trust & Custody
Continuing our commitment to provide a strong partnership and steadfast service, we're planning several major enhancements to 401(k) and defined benefit plan administration practices. Here are some of the major initiatives we'll be working on this year. More…
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Providing Creative Solutions: Sherry Glanville and Steve Treperinas
One of the greatest strengths of U.S. Bank is our people and their commitment to providing our mutual clients with professional, knowledgeable and responsive services. Based in Portland, Ore., Sherry Glanville, vice president, senior account manager, and Steve Treperinas, client service specialist, are among our stellar performers. More…
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Recent Changes to Our Securities
Lending Program
U.S. Bank Institutional Trust & Custody recently implemented some regulatory and contractual changes that will affect all clients participating in our securities lending program. Following are some frequently asked questions about these changes. More…
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