The Safer Retirement Advisor
Steve Patterson, An Investment Advisor Representative and Vice President of First American National Investment Advisors Inc. an SEC Registered Investment Advisor.
The Safer Retirement Advisor
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ERISA Litigation Index

ERISA

The ERISA Litigation Index is currently tracking the following cases:

(1) Tussey v. ABB, Inc.

(2) Leimkuehler v. American United Life Insurance Co.

(3) Krueger v. Ameriprise Financial, Inc.

(4) Overall v. Ascension Health

(5) Spano v. Boeing Company

(6) Chavies v. Catholic Health East

(7) Medina v. Catholic Health Initiatives

(8) Rollins v. Dignity Health

(9) Tibble v. Edison International

(10) In re Fidelity ERISA Float Litigation (formerly Kelley v. Fidelity Management and Trust Co.)

(11) Bilewicz v. FMR LLC (Fidelity Investments)

(12) Healthcare Strategies v. ING Life Insurance and Annuity Co.

(13) Whitley v. J.P. Morgan Chase

(14) Knee v. J.P. Morgan Retirement Plan Services

(15) Abbott v. Lockheed Martin Corporation

(16) Kaplan v. Saint Peter’s Healthcare System

(17) Santomenno v. Transamerica Life Ins. Co.

– See more at: http://blog.fraplantools.com/erisa-litigation-index/#sthash.JDF9FQWy.dpuf

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    • Topics

      • 4% Rule Shortcomings
      • 403(b) Story
      • 60 Minute 401(k) Fee ALERT!
      • A Financial System Failing Investors
      • About
      • Active Money Management
      • Are Fees Too High?
        • 401(k) Report
        • Mutual Funds…?
      • Are you paying too much?
      • Be Your Own Banker
      • Business Operation Insurance
      • Business Owner Retirement
      • But you force them to manage their own !!
      • College Funding
      • CRESTMONT RESEARCH
      • Crime of 401(k) Underperformance
      • Decision OutComes Growing
      • Deloitte Fiduciary ALERT!
      • ERISA 3(38)
      • ERISA Litigation Index
      • ERISA-Ninth Circuit Rules…!
      • Failed Experiment…?
      • Fiduciary Liability THREAT Is REAL!
      • Howard Capital Management, Inc.
      • Inflation Effects Everything
      • Inflation Rising Prices
      • Investment Philosphy
      • Is a CPA a fiduciary?
      • Joe Saver’s Story
      • Medicare
      • Personal Retirement Plan
      • Plan Sponsor/CEO
      • PLAN SPONSORS GETTING BIG FINES FROM DOL
      • Supreme Court Rules
      • Suze Orman says…
      • Taxes
      • Variable Annuities
      • What about Social Security?
      • Who is a Fiduciary?
      • Who pays for critical illness expenses?
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