Recently Completed Projects

IFS recently completed its re-evaluation of the proposed merger of Hibernia with Capitol One Finance and instructed the Plans' trustee how to vote the proxies associated with participant shares.

IFS recently submitted its report proposing policies and procedures related to the Fund's involvement in securities litigation matters regarding securities in its investment portfolio.

IFS recently completed its evaluation and report on the fixed income portfolio of a multi-billion dollar, national Taft Hartley fund.

IFS recently completed its assignment as independent fiduciary to United Pension Plans, responsible for seeking to collect unpaid pension contributions.

IFS recently completed its evaluation of the investment consulting and brokerage services provided to the Children's Hospital.

IFS recently completed its comprehensive Operational Review of the governance and investment program of the Montana Board of Investments. IFS is now assisting the Board with implementation of certain enhancements the Board decided to adopt.

IFS recently completed its comprehensive Operational Review for the Middlesex Retirement System in Massachusetts.

IFS recently completed its evaluation of this 401k Plan's current investment policy statement and procedures regarding company stock as an investment option. Enhancements were recommended relating to both the Committee's processes and criteria for monitoring the continuing suitability of offering company stock as an investment option, as well as the Committee's communications to participants regarding that option.

Acting as an independent fiduciary, IFS recently determined on behalf of this 401k Plan whether to accept a proposed settlement of an ERISA class action regarding losses the Plan suffered on WorldCom stock.

Acting as an independent fiduciary, IFS recently determined on behalf of this K Plan whether to accept a proposed settlement of ERISA claims against the company. Those ERISA claims grew out of the same events that generated a securities class action against Dynergy, which was recently settled.