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Employee Retirement Income Security Act (ERISA) › Fiduciary Duty › Portfolio Managers

Jackson Lewis P.C.

Court Finds No ERISA Liability for Plan Provider Who Delivered Self-Interested Rollover Advice 

Jackson Lewis P.C. on

A New York federal court recently held that a service provider for employer-sponsored retirement plans was not liable as a fiduciary under the Employee Retirement Income Security Act (“ERISA”) when it used participant...more

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