Fiduciary Transactional Projects

Submitted by IFS on Tue, 12/02/2003 - 00:20
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IFS recently added or completed several fiduciary transactional projects, including:

  • Laborers' International Union of North America (LIUNA)
    The General Executive Board of the Laborers' International Union of North America (LIUNA) hired IFS to analyze LIUNA's possible purchase of some portion of a $50 million offering of ULLICO preferred stock.
  • The pension plans of several different companies hired IFS to act as an independent fiduciary decisionmaker in connection with real estate transactions. These include proposed sales and/or leasebacks of company property to various pension plans and preparing reports to the Labor Department, if we decide the transactions would be in the financial interest of the plans' participants.