United Air Lines Pension Plans Several defined benefit plans of United Airlines hired IFS to act as Independent Fiduciary regarding funding and contribution matters. The U.S. Department of Labor was actively involved in finalizing the terms of our role as Independent Fiduciary.
MCI/WorldCom 401k Plan The MCI/WorldCom Plan hired IFS as an Independent Fiduciary to decide whether to participate in a proposed settlement of and ERISA class action regarding losses suffered on company stock.
State of Montana Board of Investments The State of Montana Board of Investments hired IFS to conduct an Operational Review of the $9.4 billion in Montana pension and related funds.
City of Mobile Pension Fund This fund hired IFS to develop an RFP for investment consulting services.
Ohio Retirement Study Council The Ohio Retirement Study council hired IFS to conduct fiduciary audits of the $52.9 billion State Teachers Retirement System and the $9.1 billion Ohio Police & Fire Pension Fund.
The California State Teacher Retirement System CalSTRS selected IFS for its pool of specialty consultants that performs project work for the System.
IFS served as the independent fiduciary on behalf of investors in this Fund. IFS decided whether and on what terms the Fund should sell to its affiliated Strategic Property Fund an interest in a valuable piece of real estate in Los Angeles.
IFS was hired to evaluate the investment merits of two alternative fixed income options in a defined contribution plan.
IFS was hired to evaluate from the investment perspective of participants in a 401k Plan, the proposed liquidation of one of the mutual funds within the Plan.
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.
SEIU Local 54 is located in NYC and represents the Theatre, Amusement and Cultural Service Employees. IFS has been hired to provide investment advisory services on an ongoing basis.
