Loan & Distribution Specialist AimPoint Pension
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Compass
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AimPoint Pension
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Debunking Recordkeeping Fee Theories in 'Excessive' Fee Cases (PDF)
Euclid Specialty Managers [Opinion] Mar. 31, 2022 18 pages. "[This whitepaper] is a guide to the common tactics used by plaintiff law firms to stack the deck with misleading claims.... The simple fact remains that most large defined contribution retirement plans in this country have low recordkeeping fees ... But given the rampant misrepresentations of actual fee levels in the excess fee lawsuit claims, federal courts have not been given the proper perspective or context to make informed decisions on threshold pleading motions." |
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