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Webinar | Fee Frenzy: Navigating the Expanding World of Excessive Fee Class Actions

November 7, 2023 @ 2:00 pm - 3:00 pm EST

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Webinar Summary

From multibillion dollar defense contractor plans to small not-for-profit association plans with less than $50 million in assets, no retirement plan fiduciaries have been safe from recent increases in class actions alleging that they pay excessive recording and investment fees and pick underperforming investments. With an unprecedented number of court decisions and even some of these class actions going to trial, it’s difficult to predict where the outstanding cases may be headed. Moreover, retirement plans aren’t the only benefit plans that pay fees, and plaintiffs are now putting healthcare plan fees under the microscope.

Join Chubb’s Fiduciary Product Manager, Alison Martin, and Morgan Lewis & Bockius’ Jeremy Blumenfeld, leading experts in this field, for a discussion of how these cases are developing – including defense approaches that appear to be effective and analysis of problematic issues. We will also discuss the possible expansion of these excessive fee claims into the healthcare plan space.


Chubb agents, brokers and clients who deal with employee benefit plans and fiduciary liability exposures under ERISA or who have concerns regarding this issue.

Faculty & Panelists

Alison Martin, J.D. | Senior Vice President, Fiduciary Liability Product Manager
Chubb North American Financial Lines

Jeremy Blumenfeld, J.D. | Principal
Morgan Lewis & Bockius

Jared Killeen | Senior Associate
Morgan Lewis & Bockius


1 Hour


Webinars are offered free of charge to Chubb agents and brokers and their select clients.

Continuing Education Credit

Please note that webinars are NOT approved for CE credits.


Registration is required. To register for this webinar, click on the Register Now button near the top of the page. Participants will receive an e-mail confirmation with the webinar access information, including the URL link and dial-in information.


November 7, 2023
2:00 pm - 3:00 pm EST
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