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Other Post Employment Benefit (OPEB) Trusts

Any political subdivision that plans to establish an investment trust for the purpose of funding OPEB obligations is subject to the requirements of the Other Post Employment Benefit (OPEB) Investment Trust Act of 2006, Tenn. Code Ann. §§ 8-50-1201 et seq. One of the conditions of the Act is that the proposed trust agreement be submitted to and approved by the State Funding Board.

Please submit your Investment Trust Document and any amendments to:

Sandi Thompson, Director
State Government Finance
Tennessee Comptroller of the Treasury
Cordell Hull Building
425 Rep. John Lewis Way N.
Nashville, TN 37243-3400
Office: (615) 747-5380
sandi.thompson@cot.tn.gov

Guidance

·         Requests for guidance from the State Funding Board should be sent to SGF@cot.tn.gov.

·         Legal counsel should be utilized when preparing the investment trust document and related documents prior to submission to the State Funding Board.