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Category: Retirement

Feb 19, 2020 - Annuities by |

San Francisco and California Annuity and Financial Elder Abuse Attorneys: Disadvantages of Fixed Index Annuities

ATTORNEY NEWSLETTER Avoid The Hype on Fixed Index Annuities Insurance Not Investment Fixed index annuities (FIAs) are sold by agents as “safe” market return products. Don’t buy it. Our lawyers recommend avoiding annuities of any kind, including fixed index annuities, especially for seniors. Fixed index annuities, like all annuities, are […]

Dec 11, 2019 - Annuities by |

San Francisco and California Annuity and Financial Elder Abuse Attorneys: Avoid Annuities in Retirement Plans

ATTORNEY NEWSLETTER The Downsides to Annuities in Retirement Plans Consider Other Tax-Deferred Options Risks to Seniors Our litigators recommend against annuities because commissions, fees and surrender penalties reduce returns and make it expensive to get your money out if you need it. We especially advise against any such investment for […]

Apr 18, 2017 - Bay Area by |

Securities and ERISA Fraud Attorney: Self-Dealing in 401(k) Administration

Self-Dealing Lawsuits Mount Against JP Morgan, Price, and Others Fiduciary Self-Dealing Injures Employee/Plan Participants Now, another participant in the JPMorgan Chase 401(k) Savings Plan has sued plan executives alleging that the plan favored JP Morgan investments over less-expensive investment options. That self-dealing, the complaint alleges, violates fiduciary duties under the […]

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