Skip to main content
· 1/22/2010

Charles Schwab & Co., Inc. v. Debickero

Citations

  • 593 F.3d 916
  • 48 Employee Benefits Cas. (BNA) 1705
  • 105 A.F.T.R.2d (RIA) 692
  • 2010 U.S. App. LEXIS 1440
  • 2010 WL 200276

How courts have described this case

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

  • concluding ERISA did not apply to situation with “no employer 19 oversight, no ongoing employer commitment, nor any potential for employer abuse”
  • declining to expand enumerated exclusions that “cannot be squared with the plain language and 3 purpose of the regulation, or with the statutory scheme to which it relates”
  • “IRAs are specifically excluded from ERISA’s coverage” because IRAs involved “no employer oversight, no ongoing employer commitment, nor any potential for employer abuse”

Source: CourtListener parenthetical corpus (CC0).

Judges: Archer, Clifton, Smith

Read full opinion on CourtListener

Sourced from CourtListener / Free Law Project (CC0).

This is legal information, not legal advice. Laws vary by jurisdiction and change frequently. Always verify current law with official sources and consult a licensed attorney in your jurisdiction for advice on your specific situation.