Service Provider Wins Dismissal Of Putative ERISA Class Suit Over Surrender Fee

Mealey's (October 10, 2022, 3:57 PM EDT) -- HOUSTON — In a ruling addressing whether a 401(k) plan’s service provider acted as a fiduciary under the Employee Retirement Income Security Act in collecting a surrender fee and whether the service provider was a party in interest when it entered the contract, a Texas federal judge ruled that the complaint failed to state a claim....

Attached Documents

Related Sections