Alan Iverson

Alan Iverson

Dorsey & Whitney LLP

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The Fourth Circuit Affirms No Breach of ERISA’s Fiduciary Duties for “Cross-Selling” Efforts

Like the tides, the rules regarding ERISA’s fiduciary duties are constantly in flux. The Fourth Circuit recently ruled that while providing “investment advice for a fee” implicates those duties, pitching investment services...more

8/23/2023  /  Appeals , Employee Retirement Income Security Act (ERISA) , ERISA Litigation , Fee-for-Service , Fiduciary Duty , Investment Adviser , Lowes , Self-Interest
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