Stock Drop Suit Targets Wells Fargo
In the new ERISA lawsuit, plaintiffs allege that plan fiduciaries knew well in advance about the problematic sales practices that have come to light in the last month.
In the new ERISA lawsuit, plaintiffs allege that plan fiduciaries knew well in advance about the problematic sales practices that have come to light in the last month.
A lot of parties are involved in even a modestly sized pension risk transfer deal; aligning their interests, timelines and incentives for success is no small task.
“It’s important that people are allocating their investments in a way that’s appropriate for their age and risk tolerance,” says Joe Ready with Wells Fargo.
The DTCC solution supports the exchange of data between insurance carriers and distributors for the on-going reporting of fees, expenses and commissions schedules.