Process of Monitoring and Selecting Investments
When a plan performs poorly, plaintiffs often allege that an investment option was not managed in a reasonable manner and/or that the selection of particular investment options was not prudent.
Our Expertise
In analyzing the suitability of investments for ERISA plans, Analysis Group has examined issues such as:
- The appropriateness of the process and criteria used to select and subsequently monitor investments
- Whether an investment manager adhered to the stated investment guidelines
- Whether the risk and return of the selected investments were consistent with plan guidelines and objectives and, ultimately, appropriate for the plan
-
Case OutcomeIn re Marsh ERISA Litigation
-
Case OutcomeERISA Class Action Litigations Involving Plans That Held Investment Options Affiliated with the Plan Sponsor
-
Featured Expert Bruce E. Stangle
-
Case OutcomeFlorida State Board of Administration v. Alliance Capital Management
-
Featured Expert John Chalmers
-
AG Feature Economic Analysis in ERISA Litigation