David Levine

Will 401(k) and 403(b) Litigation Turn Retirement Plans Into Widgets?

By David Levine 8/17/2016

Earlier this year I wrote a post about ERISA litigation going “off the rails.” Alas, it feels like we've gone from bad to worse since then.In the past week, a whole new round of lawsuits involving academic institution 403(b) plans has hit the news. Despite the “newness” of the targets (large... READ MORE

DOL’s Conflict of Interest Rule: Where Do We Go From Here?

By David Levine, George Sepsakos 10/15/2015

This article originally appeared in the Fall 2015 issue of Plan Consultant. To view a PDF version of this article, please click here.In April 2015, the Department of Labor released its complex package of proposed guidance on the so-called “conflict of interest” rule. In the six months that have... READ MORE

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David Levine

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