Multnomah Group

Webinar recording Recent Developments in 403(b) Plan Litigation

Date: Feb. 27, 2019

Cases against 403(b) plans have been in the headlines since 2016 and will continue to be a story in 2019. Most recently, no new cases have been filed, but the NYU case, as well as others including GeorgetownUniversity of PennsylvaniaNorthwestern University and Washington University, remind us that a strong offense is the best defense.  In each case, a prudent process and documentation assist the defendant plan sponsors in making their case against the plaintiff plan participants. This webinar can help you design your prudent process using lessons learned from these cases, and much more.

During this webinar we cover:

  • A review of the current 403(b) litigation landscape
  • Case success - what’s working for plan sponsors, as well as what's not
  • Action steps for plan sponsors to design their strategy to meet their fiduciary responsibilities - ensuring a strong offense against any potential litigation 

Webinar Recording

To receive the webinar recording and presentation materials, please fill out the form below.

About Multnomah Group

Multnomah Group provides fee-only retirement plan and investment consulting services to for-profit and tax-exempt employers in the United States. Our firm’s core competencies include investment consulting, vendor and plan management, and fiduciary governance.