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  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:
  Employer Stock

  Dairy Fresh
  Federal Mogul
  Northwest Airlines
  United Airlines
  US Airways

  Litigation Settlements

  Federal Mogul
  Global Crossing

  Mergers & Acquisitions

  Amalgamated Cotton Garment and Allied Industries Retirement Fund

  Real Estate

  JP Morgan Chase
  Plumbers & Pipefitters National Pension Fund


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Fiduciary Counselors Inc.
700 12th Street NW, Suite 700   |   Washington, DC 20005   |   Telephone: 202.558.5130   |   Fax: 202.558.5140

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