Forfeitures in Qualified Retirement Plans: Recent Lawsuits, Challenges, Mitigating Compliance Risks

Litigation attorneys Lindsey Camp, Monica Perkowski and Todd Wozniak will present on BARBRI's webinar titled "Forfeitures in Qualified Retirement Plans: Recent Lawsuits, Challenges, Mitigating Compliance Risks." They will discuss the surge of Employee Retirement Income Security Act of 1974 (ERISA) class actions alleging misuse of forfeitures, explaining how forfeited non‑vested employer contributions can be applied to plan expenses or employer contributions. They will also highlight IRS rules, plan document provisions and timing issues that complicate compliance, as well as practical strategies for fiduciaries and plan sponsors to reduce exposure and strengthen their forfeiture practices.