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Is it possible for PLAN of Massachusetts to change Financial Managers or Trustees?

April 26, 2017financial managers Massachusetts Plan possible TRUSTEES

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Is it possible for PLAN of Massachusetts to change Financial Managers or Trustees?

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Yes. Cambridge Appleton Trust National Association (CATNA) is currently the Trustee for the Third Party Pooled Trust and the Financial Manager for the MARC Special Needs Pooled Trust. Cambridge Appleton Trust NA is chartered to manage investments on a national basis and enjoys relationships with clients across the country. PLAN of Massachusetts can replace Cambridge Appleton Trust NA if we believe their performance is not satisfactory.