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Ford Revs Up UAW Fund with $3.76 Billion - IFS in Pensions & Investments

Posted July 28th, 2010 by IFS

in IFS in the News, 2010 1st Quarter

"The UAW Retiree Medical Benefit Trust continues the process of diversifying the trust's assets.." Samuel W. Halpern of IFS talks with Pensions & Investments...

Link to the July 12, 2010 Article:

http://www.pionline.com/apps/pbcs.dll/article?AID=/20100712/PRINTSUB/307129975&cslet=UnhOY2lLVDlLUE9lK2pVaXY3amNMcFVadWUzanRtVE1NYnJGaXc9PQ==

Posted June 30th, 2010 by IFS

in IFS in the News, 2010 1st Quarter

WASHINGTON, D.C., June 30, 2010 – The UAW Retiree Medical Benefits Trust will receive total net cash proceeds of approximately $3.76 billion from the Ford Motor Company. Please see the attached Press Release for further details regarding the pivotal role that IFS played in this series of transactions:

Posted May 19th, 2010 by IFS

in IFS in the News, 2010 1st Quarter

IFS was mentioned in recent editions of FundFire and Pensions & Investments (May 19th) concerning our role with the Los Angeles City Employees' Retirement System and their recent efforts to consolidate with other plans. A link to the Pensions & Investments article is attached:

Posted July 28th, 2010 by IFS

in New Clients, 2010 1st Quarter

IFS has been selected to act as independent fiduciary for the ADC Telecommunications Retirement Savings Plan to determine in the context of a tender offer by Tyco whether the ADC Plan trustee should act in accordance with the plan document and follow a participant’s direction on whether or not to tender his or her shares.

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