Your Company 401(k) or 403(b) Plan Could Lead to Costly Litigation
Speak to a fiduciary retirement planning professional and get a second opinion you can trust.
As of April 2025, The Supreme Court’s ruling in Cunningham vs. Cornell made it easier for employees to challenge retirement plan fees in court. Employers will now have to defend their fee decisions later in the case, rather than relying on early dismissals.
Why should you have a professional review your 401(k) & 403(b) recordkeeper agreements?
Here’s why:
- Addressing any issues could help you avoid any costly litigation and lawsuits
- Analysis of the direct and indirect fees being paid to your current service providers
- Analysis of the services you receive from your current service providers
- Review any gaps or deficiencies in your fiduciary oversight process
OUR SERVICES
Discover our wide range of services for businesses and institutions.
For almost 40 years, JFS Wealth Advisors has been our clients’ first call as they encounter victories and setbacks, business growth and transitions, and reviews of company retirement plans and plan fees. We’ve always been dedicated to helping them achieve success, however they defined it.
- Qualified and Non-Qualified Retirement Plans for 401(k)s & 403(b)s
- Business Tax Planning and Compliance
- Business Transition Services
Pittsburgh Business Times, Best Places to Work, 2024. A fee was paid to participate • Financial Advisor, America’s Top RIAs 2024. A fee was paid to use marketing materials • Investor.com, 2022-2024. No compensation was provided • Expertise.com, Best Financial Advisors in Pittsburgh, 2022-2024. No compensation was provided • Better Business Bureau, BBB Rating: A+, 2009-2024. No compensation was provided • Think Advisor, Luminaries Finalist, 2023-2024. No compensation was provided. For important award disclosure information.
* Please Note – Limitations: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if JFS is engaged, or continues to be engaged, to provide investment advisory services.
