Compliance Consult
‘Principal Protection’ Investments
A look at cases favoring stable value funds
Reported by David Kaleda
To access this premium content, please sign up for a free account!
You Might Also Like:
Complaint Accuses Stifel of 401(k) Investment Mismanagement
The plaintiffs contend that the financial services firm ignored and retained underperforming investments at the expense of plan participants.
Liberty Mutual Settles 401(k) Excessive Fee Case for $13.4M
The insurer maintains its retirement plan was managed prudently and in compliance with federal law.
DC Plans Involved in 63% of 2025 ERISA Litigation
Analysis by Encore Fiduciary breaks down which retirement plans and fiduciary allegations are getting outsized attention in ERISA court cases.