2024 Excess Fee and Imprudent Investment Litigation

Encore Fiduciary

Euclid Fiduciary cordially invites you to our 2024 annual review of excess fee and performance fiduciary litigation.  The Current State of Fiduciary Excess Fee and Imprudent Investment Litigation will take place on Tuesday January 30, 12:00 – 12:30 Eastern Time.  

Join Euclid Fiduciary’s President Daniel Aronowitz, the author of the Fid Guru Blog, in a review of the current excess fee and performance litigation trends facing employee benefit plan sponsors and fiduciaries across the country.  We will provide perspective and insight to analyze case trends and help plan sponsors prepare a more effective defense:

• THE NUMBERS:  How many cases were filed compared to prior years?; what types of excess fee and performance claims are being asserted compared to prior years?;  what are the settlement trends?; and how many cases are being tried to full resolution?
• THE KEY ISSUES:  The key issues in excess recordkeeping and investment claims;
• THE KEY TRENDS:  What are the results and trends of motion to dismiss and summary judgment decisions?;
• THE KEY RULINGS:  The key court rulings in the past year;
• WHAT CAN WE LEARN:  What can plan sponsors learn from the litigation to reduce their fiduciary risk.

More Information, How to Register