WHAT'S NEW
bullet "Pensions for Sale," Presented at the ABA Tax Section Employee Benefits Committee Meeting, May 10, 2008.
   
bullet Fiduciary Counselors answers questions about filing claims for Enron plans in the Newby v. Enron securities case.
   
bullet "ERISA Fee Transparency: New DOL Rules for Service Provider Disclosures," February 2008
   
bullet "Defined Benefit Plans in Corporate Transactions," January 2008
   
bullet Fiduciary Counselors maintains ERISAsettlements.com, a website with information on what ERISA plans need to do with respect to class action settlements under ERISA or securities laws.
   
bullet For the Trust Advisors Stable Value Plus Fund page, please click here.
   

 

 

 

 

About Fiduciary Counselors
FIDUCIARY COUNSELORS INC. is an investment adviser registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Since 1999, Fiduciary Counselors has acted as independent fiduciary in transactions involving plan assets totaling more than $5 billion and more than $1 billion since becoming independent in July 2003. Fiduciary Counselors also provides expert counsel on fiduciary, corporate governance, corporate transaction and bankruptcy matters, conducts fiduciary due diligence reviews, provides training for in-house fiduciaries and corporate boards and handles communication with plan participants and beneficiaries.
 
Fiduciary Counselors has been involved in the following types of transactions requiring an independent fiduciary:
Employer stock funds in defined benefit plans, 401(k) plans and ESOPs
Mergers of mutual funds
Real estate transactions
Purchase of an insurance company
Litigation settlements
Purchase of annuities for terminating plans.
   
For more information about Fiduciary Counselors, please click here for our online brochure.
 
race logoFiduciary Counselors is sponsoring the Live Pink Team in the Susan B. Komen Race for the Cure in Washington, DC on June 7, 2008.
 
   
   
Last Update: January 2008
 

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

© 2008 Fiduciary Counselors Inc. All rights reserved.