Katselianos v. Esperdy

How courts have described this case

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

• holding that Nationwide’s fiduciary status is tied to its authority and control over the Plans’ accumulation units, which were allegedly used to extract the revenue sharing payments
• relying on a report by the plaintiffs’ expert, Stanley Monsowitz, to conclude that, because “Nationwide was already being compensated” for administrative tasks related to the mutual funds, “the revenue sharing payments were pure profit”
• distinguishing section 502(a)(2) from 502(a)(3)

Source: CourtListener parenthetical corpus (CC0).