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Webcasts  >  Upcoming   |   Recorded
Conferences  >  Upcoming   |   Grouped by Location
Combined  >  Upcoming   |   Recorded or Upcoming

View More Strafford Webcasts and Conferences

401(k) and 403(b) Plan Litigation: Recent Cases, Investment Offerings, Issues for Plan Sponsors and Fiduciaries

Strafford

Apr. 21, 2021
Recorded Online
Webcast

This CLE webinar will discuss the new wave of retirement plan litigation targeting 401(k) and 403(b) plans. The program will review the cases filed to date, legal theories raised, defenses, settlements, dismissals, and the current state of the litigation. The panel will also discuss the differences in claims, theories, and causes of action between 401(k) and 403(b) plans and offer techniques in avoiding and managing lawsuits stemming from investment offerings, fees, and more.

Description

Plan fiduciaries of 401(k) and 403(b) have been hit with suits alleging breach of fiduciary duty due to excessive fees, imprudent selection and monitoring of investment options, and underperforming plan investment options.

In recent cases, the plaintiffs claim fiduciaries could have leveraged the plan's assets to qualify for lower-cost administrative and investment management services, chosen less costly or better-performing investment options for the plan, and pursued reduced recordkeeping fees. Furthermore, recent claims also allege the fiduciaries selected investment options that consistently underperformed.

Listen as our authoritative panel of ERISA litigators reviews the recent wave of retirement plan litigation targeting 401(k) and 403(b) plans. The panel will discuss theories, defenses, dismissals, and the current state of the litigation. The panel will analyze the differences in claims, theories, and causes of action between 401(k) and 403(b) plans and offer techniques in avoiding and managing lawsuits.

Outline

  1. Overview of litigation trends and developments
    1. Dismissed claims
    2. Pending litigation
  2. Defense perspective
    1. Theories of liability
    2. Defenses
  3. Best practices for counsel and fiduciaries

The panel will review these and other key issues:

  • What are the current trends in this wave of retirement fund litigation?
  • What are the theories plaintiffs allege to support claims against 401(k) and 403(b) fiduciaries?
  • How does litigation involving 401(k) and 403(b) plans differ?
  • What are the most effective techniques in avoiding and managing claims?

More Information, How to Register

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