Attorney Authored

Avoiding Personal Liability for 401(k) and Retirement Plan Investments-From Fees to Losses. Bloomberg Employee Benefits Law Reports. June 18, 2009.

June 18, 2009

By Eric Keller and Mark Poerio

Now is the time for ERISA risk management. Plan fiduciaries should engage in a deliberative process that demonstrates their attention to the money issues involving plan investments from their selection, costs, and performance, to the credentials, terms, conditions, and costs associated with the professionals who recommend them. With this in mind, presented below are five general questions that all plan fiduciaries should be asking . . . and getting answered.

Click here for a PDF of the full text