Elisabeth E. Constantino

Jackson Lewis PC


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Court Finds No ERISA Liability for Plan Provider Who Delivered Self-Interested Rollover Advice

USA - October 26 2022 A New York federal court recently held that a service provider for employer-sponsored retirement plans was not liable as a fiduciary under the…

David M. Pixley, Lyndsay M. Ross, Donald P. Sullivan

Failure to Identify Sound Comparisons Sinks ERISA Fee, Investment Claims in Eighth Circuit

USA - October 19 2022 Plaintiffs must plead a “sound basis for comparison—a meaningful benchmark” — to sustain their claims of imprudent investment and excessive fee…

Lindsey H. Chopin

Guidance to Make Us Feel More SECURE

USA - September 4 2020 Notice 2020-68 from the IRS provides valuable clarification for sponsors of qualified plans, 403(b) plans, and 457(b) governmental plans, as well as…

David M. Pixley, Blaine A. Veldhuis, Kenneth C. Weafer