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Eligible Trusts and Other Participating Entities may invest their assets with the SBI through the Non-Retirement Funds. Investments are governed by Minnesota Statutes applicable to the specific trust or entity.
Trusts and Other Participating Entities generally include designated trusts or funds and other state and public sector entities authorized to invest with the SBI that are not covered by Minnesota Statutes, sections 118A.09 or 471.6175.
Additional information about the program, participating plans, and investment options is available on the Non-Retirement Investment Program page.
Trust and Other Participating Entities can view and manage their plan account online through the secure portal at, https://www.your-fundaccount.com/msbi/
Trusts and Other Participating Entities may invest in three funds through the Non-Retirement Investment Program. Information on these options can be found in the annual Non-Retirement Funds Investment Prospectus and quarterly factsheets linked below.
Non-Retirement Money Market Fund
Trusts and Other Participating Entities interested in investing with the SBI can find additional information below on how to get started.
Trusts and Other Participating Entities that wish to invest in the Non-Retirement Funds should:
Review the Non-Retirement Funds Investment Prospectus, available on the Investment Prospectus page.
Complete the required participation documents.
If you have any questions about the Non-Retirement Funds investment options or would like more information on how to participate, please feel free to contact the SBI.
- For assistance on Opening an Account contact Shirley Baribeau at 651-296-6875 or shirley.baribeau@state.mn.us
- To discuss the Investment Options contact Amanda Allen at 651-215-0742 or amanda.allen@state.mn.us