Zamansky LLC Appointed Lead Counsel in ERISA Lawsuit for all Exxon Mobil (XOM) Employees
NOTICE TO CURRENT AND FORMER EXXON (XOM) EMPLOYEES: Zamansky LLC Filed an ERISA Class Action Lawsuit for all Exxon Mobil Savings Plan Participants
The judge dismissed claims of fiduciary breach under ERISA , largely falling in line with judgments from similar cases.
Whether an advisor is subject to the rule depends on these definitions of 'fiduciary,' 'investment advice,' and 'compensation.'
It's difficult for mutual fund producers to lose a lawsuit, but it's a different story for corporate buyers.
Heritage attack on state auto-IRA programs unfounded
A unit of Fidelity has been targeted in a class-action suit for fiduciary breach under ERISA as a result of its alleged mismanagement of a stable value fund.
Matrix, a Broadridge Financial Solutions company, released a practice guide at the FSI conference outlining a three-step action plan advisors can take to ensure they’re complying with fiduciary standards under ERISA .
There's a big difference between an ERISA section 3(38) and an ERISA section 3(21) fiduciary.
Get the details on plan sponsors as default fiduciaries and how ERISA fiduciary status is determined.