| 25-976 |
Robert Carlisle v. Board of Trustees of the American Federation of the New York State Teamsters Conference Pension and Retirement Fund, et al. |
Second Circuit |
2026-02-18 |
Pending |
|
asset-allocation defined-benefit-pension-plan ERISA-fiduciary-duty investment-performance pleading-standards prudent-man-standard |
Under the Employee Retirement Income Security Act of 1974 (ERISA), a Fund fiduciary is subject to a "[p]rudent man standard of care," which requires t… |
| 21-6906 |
Samantha J. Jackson v. AT&T Retirement Savings Plan, et al. |
Fifth Circuit |
2022-01-19 |
Denied |
Response WaivedIFP |
civil-procedure de-novo-review employer-capacity erisa erisa-fiduciary-duty fiduciary-duty motion-to-dismiss plan-amendment plan-sponsor settlors-function two-hats-doctrine |
Question 1: Did the district court requiree the Defendants to adhere to the rules regarding a Motion12(b)(6) which prohibits claims asserted in a prio… |
| 20-242 |
Norine Sylvia Cave v. Delta Dental of California, et al. |
Ninth Circuit |
2020-08-28 |
Denied |
Relisted (2) |
beneficiaries-rights benefits-denial breach-of-fiduciary-duties claim-adjudication erisa erisa-fiduciary-duty fiduciary-duties fiduciary-responsibility medical-records medical-records-withholding plan-administration unauthorized-benefits |
1. Whether a covered entity violates ERISA, by improperly denying
beneficiaries' rights and further compounds such violations by
approving unauthori… |
| 19-1401 |
April Hughes, et al. v. Northwestern University, et al. |
Seventh Circuit |
2020-06-23 |
Judgment Issued |
CVSGAmici (14)Relisted (3) |
breach-of-duty circuit-split defined-contribution defined-contribution-plan erisa erisa-fiduciary-duty excessive-fees fiduciary-duty lower-cost-alternatives prudence prudence-standard retirement-plan |
Whether allegations that a defined-contribution retirement plan paid or charged its participants fees that substantially exceeded fees for alternative… |
| 19-595 |
Eric O'Day, et al., Individually and on Behalf of the SunEdison, Inc. Retirement Savings Plan v. Ahmad Chatila, et al. |
Second Circuit |
2019-11-06 |
Denied |
Relisted (2) |
asset-management context-sensitive-scrutiny erisa erisa-fiduciary-duty fiduciary-duty heightened-pleading-standard inside-information pleading-requirements prudence prudence-standard publicly-traded publicly-traded-assets securities-law |
Whether Dudenhoeffer's "context-sensitive scrutiny of a complaint's allegations" can be met where a court presumes an asset must be prudent if it is p… |
| 19-460 |
Alexander Y. Usenko, Derivatively on Behalf of the SunEdison Semiconductor Ltd. Retirement Savings Plan v. MEMC LLC, et al. |
Eighth Circuit |
2019-10-07 |
Denied |
|
asset-valuation context-sensitive-scrutiny erisa erisa-fiduciary-duty fiduciary-duty heightened-pleading-requirement pleading-requirements pleading-standard prudence prudence-standard publicly-traded-assets retirement-plan |
Whether Dudenhoeffer's "context-sensitive scrutiny of a complaint's allegations" can be met where a court presumes an asset must be prudent if it is p… |
| 18-1271 |
Charles E. White, Jr., et al. v. Chevron Corporation, et al. |
Ninth Circuit |
2019-04-03 |
Denied |
Response Waived |
breach-of-fiduciary-duty circuit-split decision-making-process eighth-circuit employee-retirement-income-security-act-erisa erisa-fiduciary-duties erisa-fiduciary-duty fiduciary-breach ninth-circuit participant-claims pleading-standards secretary-of-labor twombly-iqbal |
In pleading a breach of fiduciary duty under ERISA, is it sufficient for a plaintiff to allege a deficient decision-making process indirectly through … |
| 18-1165 |
Retirement Plans Committee of IBM, et al. v. Larry W. Jander, et al. |
Second Circuit |
2019-03-08 |
Judgment Issued |
Amici (8)Relisted (2) |
amgen-v-harris circuit-split erisa erisa-fiduciary-duty fiduciary-duty fifth-third-standard fifth-third-v-dudenhoeffer insider-information pleading-standard private-securities-litigation-reform-act prudence prudent-fiduciary securities-fraud securities-litigation |
Whether Fifth Third's "more harm than good" pleading standard can be satisfied by generalized allegations that the harm of an inevitable disclosure of… |
| 18-926 |
Putnam Investments, LLC, et al. v. John Brotherston, Individually and on Behalf of All Others Similarly Situated, et al. |
First Circuit |
2019-01-16 |
Denied |
CVSGAmici (4)Relisted (2) |
active-management burden-of-proof circuit-split erisa erisa-fiduciary erisa-fiduciary-duty fiduciary-duty index-funds investment-options loss-causation |
A fiduciary of an ERISA plan is personally liable for "losses to the plan resulting from" a breach of fiduciary duty. 29 U.S.C. § 1109(a).
Fiduciarie… |
| 18-703 |
University of Southern California, et al. v. Allen L. Munro, et al. |
Ninth Circuit |
2018-11-29 |
Denied |
Amici (1) |
arbitration arbitration-agreement civil-procedure contract-scope erisa erisa-arbitration-agreement erisa-claims erisa-fiduciary-duty erisa-plan-participant fiduciary-duty plan-participant standing statutory-interpretation trust |
Whether an agreement to arbitrate "all claims" that an ERISA plan participant "may have" against a plan fiduciary encompasses a breach-of-fiduciary-du… |