investment-performance

2 cases — ← All topics

Case Title Lower Court Docketed Status Flags Tags Question Presented
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…
25A146 Winston R. Anderson, et al. v. Intel Corporation Investment Policy Committee, et al. Ninth Circuit 2025-08-05 Presumed Complete benchmark-comparison erisa fiduciary-duty investment-performance pleading-standard prudence-claim What is required to plead an imprudent-investment claim under the Employee Retirement Income Security Act, 29 U.S.C. § 1104(a)(1)(B)?