Federal Case

How courts have described this case

Verbatim parenthetical descriptions written by other courts when citing this decision. Ranked by citation-network relevance.

• recognizing that \it is clear that circumstances known to the fiduciary can give rise to this affirmative obligation [to inform] even absent a request by the beneficiary\ (alteration in original) (internal quotation marks omit- ted)
• explaining that “participants have a duty to inform themselves of the details provided in their plans”
• explaining that fiduciary has an affirmative duty to inform a beneficiary of material facts known by the fiduciary but not the beneficiary and that the irrevocability of a retirement benefits election may be a material omission
• emphasizing that named fiduciary in plan instrument is fiduciary
• affirming dismissal of ERISA disclosure claim when plaintiff “presented no evidence that [employer] acted in bad faith” and therefore “failed to establish the requisite ‘extraordinary circumstances”
• “[T]here is an issue of fact here whether the plan administrator breached its duty to inform [a participant] … [of] a restriction before he made his irrevocable election.”

Source: CourtListener parenthetical corpus (CC0).