Beddall v. State Street Bank & Trust Co.

How courts have described this case

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

• holding that where “a complaint’s factual allegations are expressly linked to—and admittedly dependent upon—a document (the authenticity of which is not challenged
• holding that a bank was not a fiduciary when investing plan assets according to the binding directions of an investment manager
• holding that the bank trustee of a relevant plan was not a fiduciary in regard to real estate interests because it performed only administrative and ministerial functions
• explaining that courts may consider “[u]ndisputed documents alleged or referenced in the complaint” in deciding a motion to dismiss
• asserting that responsibility for “mechanical administrative responsibilities” does not transform an actor into a fiduciary
• holding that the district court properly considered an agreement on a Rule 12(b)(6) motion where the agreement was not attached to the complaint nor incorporated therein, but the complaint discussed it, the defendant appended it to its 12(b)(6

Source: CourtListener parenthetical corpus (CC0).