Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Process Prevails in ERISA Excessive Fee Victories
Greenberg Traurig Dec. 29, 2021 "California and North Carolina district courts have dismissed major class action challenges to AT&T and Lowe's 401(k) plan recordkeeping fees based on extensive step-by-step documentation that the plan fiduciaries acted prudently in monitoring the plan's recordkeeping expenses. These cases provide a useful guide for the type of evidence needed in ERISA breach of fiduciary claims and likely variants." [Alas v. AT&T Services, Inc., No. 17-8106 (C.D. Cal. Sep. 28, 2021); Reetz v. Lowe's Companies, Inc.; Administrative Committee of Lowe's Companies, Inc. and Aon Hewitt Investment Consulting, Inc., No. 18-075 (W.D.N.C. Oct. 12, 2021)] |
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