What Plan Sponsors Can Learn from Fiduciary Litigation Headlines
The Headlines Are Trying to Tell You Something
Recent cases show the same pattern:
Missing benchmarking
No competitive review
Vague or absent documentation
Renewal decisions based on relationships
The issue isn’t bad intent — it’s bad process.
Most Lawsuits Aren’t About Poor Performance
Courts don’t ask:
“Did your vendor do a decent job?”
They ask:
Can you prove your decision-making was impartial?
Can you show your fees were reasonable?
Can you document your rationale?
Plan sponsors lose cases because they can’t answer these.
Learn from Others’ Mistakes — Don’t Repeat Them
Being proactive before litigation is far less expensive than after litigation.
By then, the damage is:
Financial
Operational
Reputational
A neutral evaluation prevents the patterns we’re now seeing daily.
Protect Your Plan Before Someone Else Tests It
A proactive evaluation:
Strengthens compliance
Document decisions
Reduces legal exposure
Builds confidence with boards and participants
📩 Let’s make sure your plan stays out of the headlines.Reach out here.