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ERISA Controversy Report

February 2011PDF
  • Message from the Firm
  • ERISA Fidelity Bonds—Who Needs Them, and Who Is Responsible for Securing Them?
  • Fiduciary Status for Referrals
  • Efficient Resolutions of TPA Litigation

    November 2010PDF

  • Message from the Firm
  • Risk Management for Plan Service Providers
  • Plan Terminations and Other Investment Events
  • Excessive 401(k) Plan Fees and Costs Case Goes to Trial

    June 2010PDF

  • Message from the Firm
  • Successful Defense of A Third Party Administrator
  • Small Plan Litigation
  • ERISA Fidelity Bonds – What to Think About, What to Look For
  • PLANSPONSOR’s 15 Legends of the Retirement Industry
  • Southern California Rising Stars

    March 2010PDF

  • Message from the Firm
  • The Moving Target – Issues In Terminating Defined Benefit Plans
  • IRS Audits and Bonding for 401(k) Plans
  • The Litigation Benefits of a Self-Funded Disability Plan
  • PLANSPONSOR’s 15 Legends of the Retirement Industry
  • Super Lawyers

    October 2009PDF

  • Message from the Firm
  • What Should Fiduciaries Do About the Madoff Scandal?
  • Increasing Litigation Against Advisers
  • Fiduciary Liability Insurance vs. ERISA Fidelity Bonds – What’s the Difference?

    June 2009PDF

  • Message from the Firm
  • Think About What You Say - It May Turn into Evidence
  • RIAs: Fiduciaries for What?
  • Responding to Participant Requests for Information
  • Commentary on Retirement Events

    February 2005PDF

  • Excessive 401(k) Plan Fees and Costs: The Coming Storm in ERISA Litigation?

    December 2003PDF

  • Message from the Firm
  • Proper Handling of ERISA Benefit Claims
  • Avoiding the Top-Heavy Landmine
  • Here Comes the Judge: The First Enron Decision Has Arrived

    May 2003PDF

  • Message from the Firm
  • Wanted: Someone to Blame
  • Whose Job Is It Anyway?

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