Special Fiduciary Services - Independent Fiduciary - Evercore Trust Company
Independent Fiduciary Roles and Independent Fiduciary Services - Evercore Trust Company

Evercore Trust possesses the expertise and resources to serve as a fiduciary in:

  • Mutual Fund Mergers and Reorganizations
  • Transition Management
  • Mergers, Restructurings, Spin-Offs, Split-Offs, and Recapitalizations
  • Sunset of Company Stock Funds
  • Negotiated Sale of Plan Assets Between Affiliated Parties
  • Orphan Plans
  • Fiduciary Outsourcing
  • Health Benefits