Bonnie Treichel, JD, and Nevin E. Adams, JD

New Fiduciary Suits, TDF Demographics and a Prudent Process Primer

By Bonnie Treichel, JD, and Nevin E. Adams, JD | 4/23/2024

The new year has brought with it two new genres of Employee Retirement Income Security Act (ERISA) litigation, including the first-ever case of an employee alleging a fiduciary breach by the employer’s health care plan practices. That said, cases involving prudent selection and monitoring of... READ MORE

Litigation Landscape: Targeting TDFs, ‘Meaningful’ Markers and Pre-Litigation Letter Campaigns

By Bonnie Treichel, JD, and Nevin E. Adams, JD | 1/29/2024

Retirement plan litigation continues at a rapid pace and with massive, surprisingly quick, settlement numbers. The last quarter of 2023 saw a continued variety of litigation under the Employee Retirement Income Security Act (ERISA), including: dismissal of performance-focused target date funds (... READ MORE

Litigation Landscape—Some ‘Wins,’ Some Losses and a New Litigation Target

By Bonnie Treichel, JD, and Nevin E. Adams, JD | 11/2/2023

Employee Retirement Income Security Act (“ERISA”) litigation continues at a rapid pace and with massive settlement numbers. Most recently, General Electric agreed to pay a settlement of $61 million (which is pending federal judge approval). Important lessons come from these cases but may feel... READ MORE

Litigation Landscape: Schlichter, BlackRock and the New 'Plausibility Standard'

By Bonnie Treichel, JD, and Nevin E. Adams, JD | 8/23/2023

ERISA breach of fiduciary duty litigation in 401(k) and 403(b) cases continues to persist, with new litigants rapidly emerging. Though these cases remain primarily confined to the mega-plan market where plan assets are typically more than $1 billion, “copycat” filings are beginning to move down... READ MORE

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Bonnie Treichel, JD, and Nevin E. Adams, JD

NAPA's 401(k) Rollover Specialist (k)RS Credential

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