IFS in the News

The April 2, 2007 edition of Pensions & Investments mentions that IFS was chosen as the new consultant for The Service Employees International Union Fund.

During the annual National Association of Public Pension Attorneys (NAPPA) Conference, Phyllis Taylor was appointed to the nine member Executive Board. NAPPA is a professional and educational organization. Created in 1987, its membership consists exclusively of attorneys who represent public pension funds. NAPPA’s purpose is to provide attorneys for public pension plans educational opportunities and informational resources. It is a medium to exchange information, advance knowledge and education, and foster sound principles, procedures and practices in the field of public pension plans.

On June 11, 2007, Jeanna Cullins was one of two recipients of the Distinguished Partner Award given by the Baltimore/Washington Chapter of the National Association of Securities Professionals (NASP). The award acknowledged Jeanna as a leader in the industry as well as someone who has made meaningful contributions to the larger community. The other award recipient was the Maryland Comptroller.

IFS’s recommendations regarding the operations of the Ohio State Teachers Retirement System and the Ohio Police & Fire Pension Fund were mentioned in a press conference with Rep. Michelle Schneider (R-Cincinnati).

Samuel (Skip) Halpern, President, was also featured in the January Executive Blog for M Cube. In his blog, Mr. Halpern explored the importance of internal governance.

The April 27 edition of Pensions & Investments mentions that IFS was picked as a consultant for The Services Employees International Union.

Samuel (Skip) Halpern, President, authored an article in the March/April edition of the Journal of Compensation and Benefits, entitled “Funding Retiree Healthcare Liabilities.” For a copy, please go to the following link.

The editorial in the November 27, edition of Pensions & Investments quoted our firm's President, Skip Halpern, regarding in-state investing by public pension funds.

In its Sept/October edition, the Journal of Benefits and Compensation published an article entitled "The Role of the Independent Fiduciary," authored by Skip Halpern, President of IFS.

Ed Patchett, SVP and Managing Director of IFS' Retainer Consulting Practice, provided testimony to the 2006 ERISA Advisory Council. Ed's prepared testimony before the Working Group on Select Issues of a Procedurally Prudent Investment Process is available for download.