Litigation of 401(k) plan fee and investment fund performance is on the rise. Fiducient Advisors’ Ryan Gardner and Thompson Hines’ Tim Brown and Brian Lamb provide:
– A review of recent 401(k) litigation cases
– Trends involving both active and index/passive target date funds
– Fiduciary best practices to avoid litigation
The information contained herein is intended for the recipient, is confidential and may not be disseminated or distributed to any other person without the prior approval of Fiducient Advisors. Any dissemination or distribution is strictly prohibited. Information has been obtained from a variety of sources believed to be reliable though not independently verified. Any forecasts represent future expectations and actual returns; volatilities and correlations will differ from forecasts. This report does not represent a specific investment recommendation. The opinions and analysis expressed herein are based on Fiducient Advisors' research and professional experience and are expressed as of the date of this report. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance and there is a possibility of a loss.