Clients & Case Studies
|FIDUCIARY COUNSELORS has acted as the independent fiduciary in transactions involving plan assets totaling more than $5 billion, including more than $1 billion since becoming an independent firm in July 2003. Assignments have included a number of high-profile cases involving employer stock in 401(k) plans, ESOPs and defined benefit plans. Representative independent fiduciary engagements are listed below:|
|Mergers & Acquisitions|
JP Morgan Chase
Fiduciary Counselors Inc.
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