ERISA 403(b) Plan Litigation

September 26, 2017

Strafford Live CLE Webinars

A new wave of retirement plan litigation is targeting Section 403(b) plansfor nonprofit educational, charitable or religious organizations. While case law and framework for 401(k) claims apply, some issues are unique to 403(b) plans — leaving them more vulnerable to lawsuits.

This CLE webinar presented an overview of 403(b) cases filed to date, legal theories raised, defenses, dismissals and the current state of the litigation.


  • Current trends in retirement fund litigation
  • Theories plaintiffs allege to support their claims
  • Lessons from 401(k) litigation
  • Differences between 401(k) and 403(b) plans and claims
  • Tips to help fiduciaries lower their litigation risk


  • Carol Buckmann, Co-founding Partner, Cohen & Buckmann
  • Taylor Wedge French, Partner, McGuireWoods
  • Bruce M. Steen, Partner, McGuireWoods