Dealing With Class Action Lawsuits Regarding Retirement Plans and Fees (OnDemand Webinar)

$199.00

SKU: 401910EAU

Description

Avoid litigation in class action lawsuits and understand how to deal with them properly.
More than 130 class action lawsuits have been filed against plan fiduciaries alleging that fees charged to plan participants’ accounts have been excessively high, in breach of the fiduciaries’ duties under ERISA. There appears to be no end in sight for this type of litigation, as more plaintiffs’ lawyers have jumped into the fray and novel theories of liability emerge. And where once only the largest 401(k) plans were targeted for litigation, new targets have emerged, including 403(b) plans of universities and hospitals, and smaller plans. Fee cases aren’t the only source of concern. ERISA stock drop cases alleging that employer securities in a plan are imprudent investments, which seemed to have become a thing of the past, may be coming back. New suits are also being brought against traditional pension plans. Forewarned is forearmed. It is critical for plan fiduciaries and those who advise them to understand these exposures and learn how best to avoid the litigation or mount a strong defense.

Date: 2019-08-20 Start Time: End Time:

Learning Objectives

Plan Fee Litigation
• Update on Litigation Landscape
• Who Has Been Targeted in These Suits
• Who Is Bringing the Litigation
• Allegations Made
• Outcomes of Cases
• Best Practices to Avoid Litigation

Stock Drop Litigation
• History of ERISA Stock Drop Litigation
• Supreme Court’s Decision in Dudenhoeffer
• Jander v. IBM • Plaintiffs’ Successful Reversal of Motion to Dismiss
• Other Recent Cases
• Best Practices

Other Plan Litigation
• Defined Benefit Plan • Standing to Sue for Breach of Fiduciary Duty
• Pension Calculations • Mortality Table Disputes
• Use of Personal Information by Plan Recordkeepers
• Cases Related to Investment-Advice Services
• Best Practices When Engaging These Providers

CLE (Please check the Detailed Credit Information page for states that have already been approved) ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Emily Seymour Costin-Alston & Bird LLP, Rhonda Prussack – Berkshire Hathaway Specialty Insurance