Defined Benefit Plans

We have experience both in litigation and consulting on matters specific to defined benefit plans. Our work has included measuring a plan’s liabilities, evaluating whether cash balance plans were discriminatory, and assessing the fees and benefits offered under employee welfare plans.

Our Expertise

We have examined issues related to allegations of:

  • Imprudent mismanagement of plan investment options
  • Failure to adhere to plan investment guidelines and risk tolerances
  • Inappropriate risk monitoring
  • Selection of imprudent investments for securities lending collateral portfolios
  • Improper conversion to cash balance plans
  • Cash balance pension plan discrimination on the basis of age
  • Inadequate disclosure to plan participants regarding changes to a retirement plan
Our Expertise