Our staff and affiliates have been at the forefront of numerous matters involving ERISA and pension performance-related issues. Analysis Group has worked on some of the largest ERISA-related litigations in recent years. We have examined investment suitability, evaluated company stock holdings, analyzed allegations of excessive fees, and consulted on matters specific to defined benefit pension plans.

Investment Suitability

When a plan performs poorly, plaintiffs often allege that the portfolio was not managed in a reasonable manner and/or the selection of the portfolio manager was not prudent. In analyzing the suitability of ERISA portfolios, Analysis Group has examined issues such as the diversification of holdings, the appropriateness of the investment management strategy, and the adherence of the investment manager to the stated investment guidelines.

Company Stock

When the value of company stock held in an ERISA plan declines, it is not unusual for plan participants to file suit alleging that it was imprudent for plan fiduciaries to allow plan participants to invest in the company’s stock. Our expert work in ERISA “stock drop” cases has included providing analyses related to liability, damages, and class certification issues.