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
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Case Outcome
In re Marsh ERISA Litigation
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Case Outcome
ERISA Class Action Litigations Involving Plans That Held Investment Options Affiliated with the Plan Sponsor
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Featured Expert
Bruce E. Stangle
Co-founder, Boston
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Case Outcome
Florida State Board of Administration v. Alliance Capital Management
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Featured Expert
John Chalmers
Abbott Keller Professor of Finance, Lundquist College of Business, University of Oregon
- AG Feature Economic Analysis in ERISA Litigation
