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FundFire Quotes Tax & Benefits Partner Josh Lichtenstein on ERISA Lawsuit

Practices: Tax, Executive Compensation & Employee Benefits, ERISA

An ex-financial advisor is suing Stifel Financial’s group benefits plan and MetLife over the alleged wrongful termination of his disability benefits. A Dec. 13 FundFire article titled Ex-Advisor Sues Stifel and MetLife Over Alleged ERISA Violationincludes remarks from tax & benefits partner Josh Lichtenstein. The claim itself is not necessarily uncommon, but is not seen in the financial industry, Mr. Lichtenstein says in the article, noting that the “most interesting thing, if they progress this, is what is actually required to be in the business and to be a financial advisor.”

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