Compass Lexecon has vast experience in a variety of issues related to Employee Retirement Income Security Act (ERISA) litigation on behalf of both plaintiffs and defendants. We have addressed numerous claims involving alleged breaches of fiduciary duties in ERISA cases, including claims concerning allegations of artificial inflation of stock prices, imprudent investment options, and excessive fees or costs, as well as a variety of damage claims.

Compass Lexecon originated the concept of analyzing data on participant holdings and transaction data to evaluate potential conflicts between class members. We have developed sophisticated techniques with which to assess relative fund performance on a participant-by-participant and plan-wide basis. Within the context of class certification, these analyses have also allowed us to quantify the extent of both intra-class and inter-claim conflicts.

We have evaluated ERISA claims involving both defined contribution plans and defined benefit plans. We have the capacity to process and analyze participant-level data for plans of all sizes and any number of investment options. Our experience processing and analyzing complex data sets comprising plan data is unparalleled in the field.

We have a proven track record of successful expert testimony, and our analyses have been cited favorably in a number of judicial opinions.

Compass Lexecon economists can assist clients with all phases of ERISA litigation and any economic issue that arises, including:

• Class Certification Analysis

• Analysis of Prudence

• Analysis of Fees and Expenses

• Analysis of Fund Performance

• Damages Analysis