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Podcast: Cross-selling in the Crosshairs: Implications and Challenges of the Oracle 401(k) Fee Litigation Settlement

By Dan Ward, Joshua Lichtenstein & David Kirchner on May 12, 2020
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In this Ropes & Gray podcast, litigation & enforcement partner Dan Ward, ERISA and benefits partner Josh Lichtenstein, and benefits principal David Kirchner discuss the recent $12 million settlement that has been agreed to in the Oracle 401(k) fee litigation, which includes some non-monetary requirements that could have a ripple effect on the routine cross-selling activities of third-party recordkeepers and other service providers to plans.

 

Photo of Dan Ward Dan Ward
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Photo of Joshua Lichtenstein Joshua Lichtenstein
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Photo of David Kirchner David Kirchner
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  • Posted in:
    Banking, Finance and Securities
  • Blog:
    Disputing Tax
  • Organization:
    Ropes & Gray
  • Article: View Original Source

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