13Jan
Senior Partner Jerry Schlichter Quoted by The New York Times in Article about Socially Responsible Investment Funds
In Friday’s edition of ‘Your Money’, New York Times columnist Ron Lieber makes the case for adding funds dedicated to environmental, social, and government issues (“E.S.G. funds”) to workplace retirement plans. Lieber quoted Schlichter Bogard & Denton senior partner Jerry Schlichter, who recommends that employers considering adding E.S.G. funds to their portfolio exercise caution and […]
26Dec
Class of over 35,000 current and former 401(k) participants represented by Schlichter Bogard & Denton certified in lawsuit against USC
In 2016, Schlichter Bogard & Denton filed an ERISA fiduciary breach suit against The University of Southern California (“USC”) in the U.S. District Court for the Central District of California on behalf of current and former USC retirement plan participants, alleging excessive fees and imprudent investments. USC previously attempted to force arbitration, but the District […]
26Dec
Senior Partner Jerry Schlichter Quoted by The Wall Street Journal; Firm Credited with Pioneering 401(k) Fee Litigation
As reported by the Wall Street Journal, the spending legislation passed by the U.S. Senate on Thursday, December 19 proposes “the most significant changes in more than a decade to the nation’s retirement system” – including a number of provisions related to 401(k) plans. One such provision aims to facilitate employers’ offering of annuities in 401(k) […]