Check it Out – Article in WSJ, "401(k)s Tweak How They Charge for Expenses" Featuring ERISA Litigation Speaker, Stephen Rosenberg

By Anne Tergesen, Published on The Wall Street Journal on May 20, 2016 As fees on 401(k) retirement plans decline, more employers are changing the way they apportion the plans’ administrative expenses among participants. [Read More] Related Event Stephen Rosenberg will be moderating the panel “The View From the Bench on Litigating ERISA Claims and…

ERISA Litigation: Q&A with Conference Speaker Michelle L. Roberts

  Michelle L. Roberts, Partner, Springer & Roberts, LLP, will be speaking at ACI’s 12 National Forum on ERISA Litigation, Monday, June 27 to Tuesday, June 28, 2016 at the Omni San Francisco in San Francisco, CA. In anticipation of the conference, check out our recent Q&A session with Michelle L. Roberts. 1. After Amara and Montanile, what is appropriate…

ACI's 12th National Forum on ERISA LITIGATION, Monday, June 27 to Tuesday, June 28, 2016, The Omni San Francisco Hotel, San Francisco, CA.

The premier ERISA litigation conference’s West Coast installment, led by an unparalleled faculty of in-house counsel, federal judges, and the top outside counsel plaintiff and defense litigators and firms.   Click here for more information and to view the full agenda – http://americanconference.com/erisawest 

Supreme Court’s ‘Montanile’ Decision Makes Waves

By  John Manganaro, Published on PLANADVISERdash on January 21, 2016 The U.S. Supreme Court case Montanile v. Board of Trustees of the National Elevator Industry Health Benefit Plan did not gain much attention before reaching the top federal court, but now that the case has been decided, ERISA attorneys are warning of significant potential impacts. [Read More] Related Event…

The Fiduciary Exception to Attorney-Client Privilege and Ethical Issue that Arise in ERISA Litigation

Complimentary presentation from ACI’s 8th National Forum on ERISA Litigation. Highlights from this presentation: – Federal Circuit Courts of Appeal which have recognize the Fiduciary Exception – Advice regarding non-fiduciary matters – Breach of fiduciary duty – Watchter rationale – An exemplar of the inherent conflict – The D&O Wrinkle – The engagement letter and…

Clearing Out the Attic of My Mind: Notes From ACI's 8th National Forum on ERISA Litigation

by Stephen D. Rosenberg, originally published on http://www.bostonerisalaw.com/ With all due apologies to longtime Globe sports columnist Dan Shaugnessy, who would periodically “clean out his desk” by running a column of short bits he had collected, here’s a list, in no particular order, of interesting (to me, anyway) items I took away from ACI’s excellent 8th National Forum…