$4.5M Deal Proposed In ERISA Lawsuit Over Proprietary Index Funds

( November 22, 2023, 1:22 PM EST) -- NEW YORK — A New York federal court has been asked to preliminarily approve a $4.5 million class settlement in an Employee Retirement Income Security Act case over the selection and retention of proprietary index fund products....

Attached Documents

Participants’ motion for preliminary settlement approval
Participants’ memorandum supporting preliminary approval
Declaration supporting preliminary approval with attachments including proposed settlement agreement
Participants’ May 31 motion to certify class
Participants’ redacted memorandum supporting May 31 motion
Defendants’ redacted opposition to May 31 motion
Participants’ reply supporting May 31 motion
Participants’ amended complaint

Related Sections

Mealey's Class Actions
Mealey's ERISA