Strategic Financial Planning

Financial services professionals entrusted with managing large sums of money on behalf of investors all too often abuse that trust. Retirement savings are vulnerable to being whittled away by fees associated with financial service professionals. ERISA provides robust protections and remedies against excessive fees.

When the money you count on for your retirement is lost or mismanaged, we can help you explore options for recovery, including:

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ERISA Class Actions – Lawsuits against pension fund managers for violations of fiduciary duties imposed by the Employee Retirement Income Security Act.

401(k) Plan Fee Litigation – Lawsuits when excessive fees charged by plan administrators affect the balance of employee 401K plan participant accounts.

Company Stock Litigation – Lawsuits against companies that provide inaccurate financial statements or misleading information about stock offerings.

ERISA Claims Monitoring – ERISA claims arising from plan fiduciaries' failure to monitor investments and/or expenses.

Fiduciary Nondisclosure and Misrepresentation Claims – Lawsuits against employers who improperly reduce benefits or change plan terms without proper notice.

Pension Plan Litigation – Lawsuits against employers who underfund pension funds or who use pension money for other business expenditures.

Brokerage Firm Litigation – Lawsuits against brokers and financial advisors for negligent research and inappropriate investment decisions when managing retirement plans.

The founder of McKay Law, Mike McKay, is one of the most experienced and successful financial services litigators in the country. He has worked on cases that have recovered over $1 billion for his clients. If you believe that your retirement funds have been mismanaged, please contact McKay Law at (480) 681-7000 for a free consultation.

High Priced Index Funds

High-priced index funds have been described by Reuters as “the worst deal for investors.” McKay Law is investigating whether mutual fund companies that sell high-priced index funds violate federal law by charging excessive fees in connection with these funds.

Please call McKay Law for a free consultation about your investments, and to hear the truth about the fees you're paying to investment advisors and service providers. These fees are often far higher than people realize.

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