Case & Project Experience State Street Bank and Trust The Situation On 30 June 2006, State Street entered into an agreement with GM under which State Street would serve as the Fiduciary and Investment manager for GM’s ERISA plan. One of the plan offerings was GM stock. As the economy worsened and GM faltered, on 2 November 2008, State Street suspended purchases of additional stock in that plan offering. On 31 March 2009, State Street began

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