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Season 3, Episode 14: Nevin & Fred Focus on ERISA 403(b)s – Litigation
At the 2023 NAPA/NTSA ERISA 403(b) conference, Nevin & Fred took the podcast LIVE to focus on the differences in SECURE 2.0 for 403(b) and 401(k) plans—with a special guest. And then the focus turned to
litigation. Since late 2016, nearly two dozen excessive fee lawsuits have been filed against major universities, raising many of the issues that had previously been raised regarding major 401(k) plans – but with some unique twists as well. That’s right, we closed out the 2023 NAPA/NTSA ERISA 403(b) conference with a live session joined by the inimitable Kelly Famiglietta and discussed:
Yale Prevails - and a first-ever jury trial - but at what cost? https://www.napa-net.org/news-info/daily-news/yale-prevails-403b-excessive-fee-suit
Northwestern University – and the implications for a “plausible” case https://www.napa-net.org/news-info/daily-news/northwestern-excessive-fee-defendants-win-some-lose-some
Fred’s favorite case (NYU v. Sacerote) – and why.
https://www.napa-net.org/news-info/daily-news/expert-opinions
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By Nevin Adams
4.9
1717 ratings
At the 2023 NAPA/NTSA ERISA 403(b) conference, Nevin & Fred took the podcast LIVE to focus on the differences in SECURE 2.0 for 403(b) and 401(k) plans—with a special guest. And then the focus turned to
litigation. Since late 2016, nearly two dozen excessive fee lawsuits have been filed against major universities, raising many of the issues that had previously been raised regarding major 401(k) plans – but with some unique twists as well. That’s right, we closed out the 2023 NAPA/NTSA ERISA 403(b) conference with a live session joined by the inimitable Kelly Famiglietta and discussed:
Yale Prevails - and a first-ever jury trial - but at what cost? https://www.napa-net.org/news-info/daily-news/yale-prevails-403b-excessive-fee-suit
Northwestern University – and the implications for a “plausible” case https://www.napa-net.org/news-info/daily-news/northwestern-excessive-fee-defendants-win-some-lose-some
Fred’s favorite case (NYU v. Sacerote) – and why.
https://www.napa-net.org/news-info/daily-news/expert-opinions
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