- Dayton Power & Light Plans
IFS has been hired as an independent fiduciary to evaluate the Plans' position regarding a securities class action settlement with DPL.
- National Annuity Fund of International Association of Theatre and Stage Employees
The National Fund of IATSE hired IFS to assist in a search for a turnkey 401K service provider. This is a joint project working with the Plan's retainer investment consultant. IFS' focus is on all administrative and operational aspects.
- Sale Leaseback Transactions
IFS continues to work with the pension plans of several different companies, acting as an independent fiduciary decisionmaker in connection with real estate transactions. These include proposed sale-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
