A suit alleging a fiduciary breach, based on a stable value option, has added claims about the misuse of plan forfeitures.

Acknowledging that “this is a novel legal issue and Defendants vigorously contest the legal viability of Plaintiff’s theory of recovery,” we now have the details on the first of the forfeiture ...

Pete Welsh, Managing Director of Retirement and Wealth at Inspira Financial, joins American Retirement Association Chief Content Officer John Sullivan to answer these questions and more.