Ep #8: How To Win a 401(k) Fee Lawsuit with Diane Gallagher from American Century
How to reframe expectations about retirement and become a smarter ERISA fiduciary.
Diane Gallagher is Vice President of Value-Add Programs at American Century Investments, where she leads the development of value-add content for financial advisors, plan sponsors, and individual investors. She is also the firm’s spokesperson on retirement investing and chairs the American Century Investments Retirement Plan Committee.
With over 25 years of communications experience in the retirement industry, Diane has a wealth of knowledge she shares in this episode that will no doubt make you a smarter ERISA fiduciary. She’ll be dishing out key insights from American Century Investments' latest survey, discussing how we should be reframing expectations for people in their retirement years, and sharing her experience being a named defendant in an ERISA 401k fee lawsuit that was ultimately dismissed due to meticulous preparation and fiduciary process.
