prohibited-transaction

3 cases — ← All topics

Case Title Lower Court Docketed Status Flags Tags Question Presented
23-1094 AT&T Services, Inc., et al. v. Robert J. Bugielski, et al. Ninth Circuit 2024-04-09 Denied Amici (1)Relisted (2) arm's-length-agreement circuit-conflict employee-benefit-plan employee-benefits erisa fiduciary-duty precedent prohibited-transaction Whether a fiduciary to an employee benefit plan causes the plan to engage in a prohibited transaction under Section 406(a)(1)(C) of the Employee Retir…
23-1007 Casey Cunningham, et al. v. Cornell University, et al. Second Circuit 2024-03-13 Judgment Issued Amici (10)Response RequestedResponse WaivedRelisted (2) circuit-split erisa fiduciary-duty party-in-interest pleading-requirements prohibited-transaction statutory-interpretation Whether a plaintiff can state a claim by alleging that a plan fiduciary engaged in a transaction constituting a furnishing of goods, services, or faci…
21-761 OptumHealth Care Solutions, LLC v. Sandra M. Peters Fourth Circuit 2021-11-22 Denied Response RequestedResponse WaivedRelisted (2) circuit-split erisa fiduciary fiduciary-duty party-in-interest prohibited-transaction service-provider tenth-circuit-rule Whether a service provider must have a preexisting relationship with a plan to qualify as a 'party in interest' under ERISA § 406(a)