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The Class Action Chronicle - March 2023 | Skadden, Arps, Slate, Meagher & Flom LLP

Self Interested Rollover Advice and ERISA s Fiduciary Obligations

In Carfora v. Teachers Ins. Annuity of America, the court held a service provider for employer sponsored retirement plans was not liable as fiduciary under ERISA when using participant information to encourage roll over assets into its more expensive account program.

Court Finds No ERISA Liability for Plan Provider Who Delivered Self-Interested Rollover Advice  | Jackson Lewis P C

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.

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