ERISA Fiduciary Duty Standards Supreme Court Case

Developing StoryLast updated JUN 24
SUMMARY

The Supreme Court is currently considering the case Johnson v. Parker-Hannifin, which could establish a new pleading standard for ERISA class actions, with the Department of Labor (DOL) urging the Court to require workers to provide benchmark data to support their claims as of June 24, 2026. This follows a significant April 1, 2026, Supreme Court decision in Cunningham v. Cornell University that shifted the burden of proof to plan fiduciaries regarding prohibited transaction claims. As of June 24, 2026, the DOL has reversed its previous stance, now supporting efforts to curb ERISA litigation, a notable shift in the context of the Supreme Court case. Oral arguments for Anderson v. Intel Corp., which will address whether plaintiffs must plead a "meaningful benchmark" at the motion-to-dismiss stage for ERISA claims, have been rescheduled for the Supreme Court's October 2026-2027 term. The DOL also submitted proposed regulations on "Fiduciary Duties in Selecting Designated Investment Alternatives" on January 13, 2026, aiming to provide a safe harbor.

Timeline

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Timeline of developments

June 2026 1 developments

  1. The Supreme Court is considering the case Johnson v.

    The Supreme Court is considering the case Johnson v. Parker-Hannifin, which could establish a new pleading standard for ERISA class actions. The Department of Labor has urged the Court to take the case, arguing that workers should provide benchmark data to support their claims.

April 2026 1 developments

  1. A significant April 2025 Supreme Court decision in Cunningham v.

    A significant April 2025 Supreme Court decision in Cunningham v. Cornell University shifted the burden of proof to plan fiduciaries regarding prohibited transaction claims. The Department of Labor also released a proposed regulation on March 30, 2026, concerning fiduciary duties in selecting investment alternatives, aiming to provide a safe harbor.

March 2026 1 developments

February 2026 1 developments

  1. The Department of Labor (DOL) has reversed its previous stance, now supporting efforts to curb ERISA litigation, a notable shift in the context of the Supreme Court case.

    The Department of Labor (DOL) has reversed its previous stance, now supporting efforts to curb ERISA litigation, a notable shift in the context of the Supreme Court case.

January 2026 3 developments

May 2025 1 developments

  1. The Ninth Circuit Court of Appeals affirmed the district court's dismissal of Anderson's claims, rul…

    The Ninth Circuit Court of Appeals affirmed the district court's dismissal of Anderson's claims, ruling that he failed to plausibly allege a breach of either the duty of prudence or the duty of loyalty. The court emphasized that Anderson did not provide a 'meaningful benchmark' for comparison and that ERISA's prudence duty focuses on the fiduciary's methods, not the investment outcomes.

August 2019 1 developments

  1. Winston Anderson, a former Intel employee, filed a class-action lawsuit against Intel's retirement plan fiduciaries, alleging breaches of fiduciary duty under ERISA.

    Winston Anderson, a former Intel employee, filed a class-action lawsuit against Intel's retirement plan fiduciaries, alleging breaches of fiduciary duty under ERISA. The lawsuit claimed that Intel acted imprudently by investing plan assets in hedge funds and private equity funds, and breached its duty of loyalty by steering retirement funds to companies in which Intel Capital had already invested.