Page Perry attorneys are experienced in representing employers and other plan sponsors, qualified retirement benefit plans and plan participants in litigation and arbitration against investment advisors, securities brokerage firms, insurance companies, bank trust departments, and other financial services entities involving breach of fiduciary duty and related claims under ERISA. These matters include breach of fiduciary duty for imprudent investments or unsuitable investments, inappropriate selection of other fiduciaries or service providers, failure to operate the plan for the “exclusive purpose” of providing benefits to participants or their beneficiaries, self-dealing by broker-dealers, and engaging in ERISA prohibited transactions with plan assets.
Page Perry also offers preventive consulting services and defensive strategies to plan sponsors, administrators and investment managers on ERISA compliance issues, including guidance on fiduciary obligations and responsibilities, and review of investment advisory and account agreements. The firm’s expertise in securities law make Page Perry attorneys uniquely qualified to counsel clients on a wide array of investment and financial issues involving ERISA plans and minimize their exposure to potential breach of fiduciary duty and related claims.
If you have investment losses or problems involving ERISA, call the lawyers at Page Perry for experienced representation at (770) 673-0047 or (877) 673-0047 (toll free).