Jackson Walker partners Jonathan Neerman, Chuck Campbell, and Jim Griffin recently shared their experience in ERISA law with audience members at a Fiduciary Forum hosted by John Hancock Investments and TIAA-CREF. The forum was held in Dallas and brought together professionals in the plan sponsor and investment communities.

At the forum, Chuck discussed legislative developments and the fiduciary impact on retirement plans, while Jonathan and Jim spoke about recent court decisions involving underperformance and excessive fees in retirement plan investments. Many of these new cases involve Section 403(b) retirement plans of tax exempt organizations.

Jonathan explained that courts are willing to dismiss certain kinds of ERISA fiduciary claims at very early stages where the allegations are not sufficient to state legally recognizable claims. Jim and Jonathan also cautioned audience members to remember that their casual emails may show up in evidence and to be professional in their communications at all times.

For more information on employee retirement plans, visit Jackson Walker’s ERISA practice group.

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