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401(k) Roundtable

401(k) Roundtable takes you behind the scenes for a look at what it takes to run a successful retirement plan. A podcast designed for retirement plan sponsors, fiduciaries and members of retirement plan committees, each episode features a guest expert to engage in an informative conversation with host and industry veteran, Rick Unser. Get the perspectives and insights you need to make more informed decisions to benefit your plan, employees and business. Check out timely articles on retirement plan topics that impact both employee and employers: https://www.forbes.com/sites/rickunser/
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Now displaying: Page 1
Feb 11, 2022

Today, I am excited to share the latest installment of what has become almost an annual conversation with Jerry Schlichter, Managing Partner of Schlichter Bogard & Denton. If you are in the world of 401(k) plans, you need no introduction to the plaintiff attorney who has secured over $600 million in settlements, is now 2-0 in the Supreme Court and has changed the workplace retirement landscape. Our conversation this year should not disappoint. Be sure to stick around for the end to get Jerry’s input on the roles of the DOL and plaintiff’s bar.  

 

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That’s it, I hope you enjoy my conversation with Jerry!

Guest Bio

Jerry Schlichter is founding and managing partner of Schlichter Bogard & Denton. His expertise and national leadership in complex litigation, including in financial and railroad cases, has been recognized by numerous publications, courts, and commentators throughout the country. Jerry has been designated legal counsel for the Brotherhood of Locomotive Engineers for many years and is currently designated legal counsel for the United Transportation Union and the International Brotherhood of Electrical Workers. He has represented railroad workers in trials in many states and has had record-setting jury verdicts in numerous jurisdictions. Throughout his career, he has also handled major precedent-setting class action and mass tort cases on behalf of individuals.

Jerry has been featured in numerous national publications, including The New York TimesReutersBloombergUSA Today, and the The Wall Street Journal, for his and the firm’s success in pioneering claims of excessive fees in defined contribution plans, obtaining precedent-setting results involving claims of excessive fees against large employers, and for the reduction in fees his cases have caused throughout the retirement industry. He’s been called “The Lone Ranger of the 401(k)” by The New York Times, “public enemy no. 1 for 401(k) profiteers” by Investment News, and “the industry’s most feared attorney” by Chief Investment Officer.

401(k) Fridays Podcast Overview

Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over 200 prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!

 

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