by Brennan Reilly | Feb 13, 2018 | ERISA
This article summarizes describe the legal distinctions between 3(38) “investment managers” and 3(21) “consulting fiduciaries” for defined contribution plans. It also includes a summary of relevant case law relating to co-fiduciary liability and practical implications...
by Brennan Reilly | Sep 13, 2016 | ERISA
This article reviews 401(k) plan expense litigation from 2010 through 2016 and summarizes the lessons learned for plan fiduciaries as well as future risks. Click for Article in PDF Click for Article in HTML
by Brennan Reilly | Jun 8, 2010 | ERISA
This article summarizes the then applicable law relating to plan expenses and describes some of the surprising results of the class action “excessive fee” litigation, including more powerful section 404(c) and statute of limitations defenses and the effect of...
by Brennan Reilly | May 13, 2008 | ERISA
This article summarizes the Supreme Court’s decision in LaRue as well as the major cases that led up to the decision. The article also analyzes the legal implications of the Court’s decision and describes strategies for plan sponsors and fiduciaries to minimize the...
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