Outside Publication

A Primer on 401(k) Forfeiture Litigation, Chubb Special Report

October 2024

In a Chubb Special Report, partners Deborah Davidson and Matthew Russell and associate Samuel Block discuss a new wave of class-action lawsuits alleging a novel theory about the use of 401(k) plan forfeitures. The report provides background on the historical treatment of forfeitures, an overview of the lawsuits and the defenses asserted, and issues plan sponsors and fiduciaries may want to watch going forward.

Read the full Chubb Special Report article >>