401(k) Fridays Podcast

This episode marks a few milestones on the 401(k) Fridays Podcast, it’s the 100th episode, the first episode of 2018 and features part 1 of 2 of my conversation with Jerry Schlichter.  For some of our listeners Jerry requires no introduction.  If you are not familiar, Jerry and his firm Schlichter Bogard & Denton have been the driving force behind many of the headline grabbing 401(k) lawsuits over the past decade.  As you will hear, his firm has successfully garnered multi-million dollar settlements, argued a 401(k) case in front of the US Supreme Court and has recently filed several more lawsuits against some very prominent universities.  In part 1 of our conversation we discuss the origins of 401(k) litigation against employers, the “bet the farm” decision he made with his firm, why they turn down certain cases, why some cases succeed and others don’t, an important beacon for plan fiduciaries to follow and much more.  What clearly comes through is that Jerry has a tremendous passion for retirement plan