United States ex rel. Newell v. City of Saint Paul

How courts have described this case

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

• noting that “plaintiffs asserting a claim under [ERISA] section 502(a)(3) may seek remedies such as . . . equitable reformation of plan terms” (emphasis added)
• stating that under section 502(a)(3), plaintiffs may seek remedies such as monetary surcharge to “to recompense a loss resulting from a fiduciary’s breach of duty, or to prevent the fiduciary’s unjust enrichment”
• explaining that individualized consultation regarding plan benefits constitutes fiduciary activity
• referring to the standard “to state a claim under section 502(a)(3) for fiduciary breach based on a defendant’s alleged failure to provide complete and accurate information about plan benefits”
• affirming summary judgment on claim seeking award of benefits where “[t]he plain terms of the Pension Plan establish that [Plaintiff] was not entitled to the augmented survivor benefit that she seeks, notwithstanding any erroneous advice that she may have received.”
• remanding case for a determination of whether equitable surcharge should be assessed in favor of plaintiff if plaintiff successfully proves that the defendant breached its fiduciary duty by providing an opaque plan description and orally misrepresenting the terms of the plan

Source: CourtListener parenthetical corpus (CC0).