The class-action lawsuit, filed in June, 2016, alleged that the Edward Jones 401(k) fees were excessive and in violation of the Employee Retirement Income Security Act (ERISA).
Class Members in the Edward Jones 401(k) fee class action settlement who are current and former plan participants worked for the financial institution.
Proof of Purchase
Depending on the nature of your specific claim, you may need to provide supporting materials.
NOTE: If you do not qualify for this settlement do NOT file a claim.
Remember: you are submitting your claim under penalty of perjury. You are also harming other eligible Class Members by submitting a fraudulent claim. If you’re unsure if you qualify, please read the FAQ section of the Settlement Administrator’s website to ensure you meet all standards (Settlement Insider is not a Settlement Administrator).
Shultz et al. v. Edward D. Jones & Co. LP et al., Case No. 4:16-cv-01346, in the U.S. District Court for the Eastern District of Missouri.
Settlement Website Status
Jeffrey R. Baron, Gregory Y. Porter and Mark G. Boyko of Bailey & Glasser LLP, Mark P. Kindall, Douglas P. Needham and Robert A. Izard of Izard Kindall & Raabe LLP and Mark K. Gyandoh of Kessler Topaz Meltzer & Check LLP.