Collage of ERISA Legalese on the Mutual Fund Scandals and other Items

Charles Jaffe for the Philadelphia Inquirer is giving out the 2003 Lump of Coal Awards in this article: "In fund world, some merit lumps of coal for holidays." Also, Morningstar.com has published "A Progress Report on Scandal-Tainted Fund Shops" which…

Charles Jaffe for the Philadelphia Inquirer is giving out the 2003 Lump of Coal Awards in this article: “In fund world, some merit lumps of coal for holidays.”

Also, Morningstar.com has published “A Progress Report on Scandal-Tainted Fund Shops” which plan fiduciaries may find helpful.

For a Collage of Legalese on ERISA fiduciary concerns pertaining to the mutual fund scandal, I have collected all of the articles which have come to my attention so far (including the one here at ERISAblog) and provided links to them here:

Articles by Law Firms and Attorneys:

Bullivant House Bailey, P.C.: “The Growing Mutual Fund Scandal: A Practical Guide for ERISA Fiduciaries.”
Gardner Carton & Douglas: “How Should Plan Fiduciaries Respond to Current Investigations of Mutual Fund Practices?
B. Janell Grenier, Esquire: “Plan Fiduciaries: Navigating the Rough Waters of the Mutual Fund Investigations.”
McDermott, Will & Emery: “Fiduciary Responsibility in Light of U.S. Mutual Fund Industry Problems.”
The Groom Law Group: “Market Timing & Late Trading – Issues Affecting Employee Benefit Plans.”
Parker Poe: “Responses to Recent Mutual Fund Trading Scandal May Impact Retirement Plan Participants.”
Pepper Hamilton LLP: “What ERISA Fiduciaries Should Do About the Mutual Funds Investigation.
Seyfarth Shaw: “Retirement Plans – Managing in the Mutual Fund Scandals.”
Sutherland Asbill & Brennan LLP: “Fiduciary Duties and Recent Mutual Fund Developments.”

Articles by Consultants:

AON: “Advice for Sponsors of Employer-sponsored Retirement Plans: A Prudent Fiduciary Response to the Mutual Fund Trading Scandals.”
Blue Prairie Group: “The Mutual Fund Scandal: What Should Plan Sponsors Do?

I will be adding these articles in a Section over the on the right entitled “Mutual Fund Investigations & ERISA” in the next couple of days.

By the way, the 401khelpcenter.com has collected some good links on the mutual fund investigations in “COLLECTED WISDOM

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