Recent expert witness cases have revolved around the role of the fiduciary in performing their responsibilities within a defined contribution plan. Our role has included the evaluation of whether the fiduciary properly considered and acted in the best interest of plan participants (plaintiff). Our evaluation considered defined contribution plan structure, investment selection, active management monitoring and replacement, fees paid, and conflicts of interest. Damages are computed under the assumption that plan participants were not optimally served by the fiduciary. This created an economically impactful loss of wealth accumulation due to what we refer to as fiduciary malpractice. Others might refer to these as Employee Retirement Income Security Act (ERISA) and prudent fiduciary cases.
Our recent cases include:
| Plaintiff | Defendant | Case Number(s) |
| Covington et al. | Biogen | 1:20-cv-11325-DJC |
| Bailey et al. | 5:20-cv-05704-EJD | |
| Horton et al. | Prime Healthcare | 8:20-cv-01529-JLS |
| Munt et al. | WEC Energy | 2:22-cv-00555-JPS |
| Miller et al. | Packaging Corporation of America | 1:22-cv-00271 |
| Binder et al. | PPL Corporation | 5:22-cv-00133 |
| Williams et al. | Centerra Group | 1:20-cv-04220-SAL |
| Michelle Mills, et al. | Molina Healthcare | 2:22-cv-1813-SB-GJS |
| Carol Maisonette, et al. | Omnicom Group, Inc. | 1:20-cv-04141-CM |
| Charles Harmon, et al., | Shell Oil Company | 3:20-CV-00021 |
| David Turner, et al., | Schneider Electric, Inc | 1:20-cv-11006-NMG |
| Allen Munro, et al., | University of Southern California | 2:16-cv-06191-VAP-E |
| Robert Lauderdale, et al. | NFP/Wood | 8-21-cv-301-JVS-KES |
| Jones et al. | Coca Cola, Consolidated, Inc | 3:20-cv-00654-FDW-DSC |
| LaTorre et al. | General Electric Co | 1:17-cv-12123-IT |
| Pizarro et al. | The Home Depot, Inc. | 1:18-CV-01566-WMR |
| Garthwait et al. | Eversource Energy Services | 3:20-cv-00902-JCH |
| Reed et al. | MedStar | 1:20-cv-01984-RDB |
| Boley et al. | Universal Health Services, Inc. | 2:20-cv-02644 |
| Ramos, et al. | Banner Health | 1:15-cv-02556-WJM-MJW |
| Sims, Smith, et al. | BB&T Corporation | 1:15-cv-732-CCE-JEP and 1:15-cv-841-CCE-JEP |
| Chandra Cates, et al. | Columbia University | 1:16-CV-6524-KBF |
| Casey Cunningham, et al. | Cornell University | 1:16-CV-06525-PKC |
| David Clark et al. | Duke University | 16-1044-CCE-LPA |
| Ronda A. Pledger, et al. | Reliance Trust Company | 1:15-cv-04444-MHC |
| David B. Tracey, et al. | Massachusetts Institute of Technology | 1:16-cv-11620-NMG |
| Geneva Henderson, et al. | Emory University | 1:16-cv-02920-CAP |
| Jennifer Sweda, et al. | University of Pennsylvania | 2:16-cv-04329-GEKP |
| Joseph Vellali, et al. | Yale University | 3:16-cv-01345-AWT |
| Deborah Troudt, et al. | Oracle Corporation | 1:16-cv-00175-REB-CBS |
| Dr. Alan Sacerdote, et al. | New York University | 1:16-CV-06284 |