Investment Suitability

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
Our Expertise