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U.S. Supreme Court

Case Status

Docket Number

Term

2024 Term

Lower Court Opinion

U.S. Court of Appeals for the Second Circuit

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Questions Presented

Whether a plaintiff can state a claim by alleging that a plan fiduciary engaged in a transaction constituting a furnishing of goods, services, or facilities between the plan and a party in interest, as proscribed by 29 U.S.C. § 1106(a)(1)(C), or whether a plaintiff must plead and prove additional elements and facts not contained in the provision's text.

Case Updates

Supreme Court holds that the statutory exemptions to ERISA’s prohibition on certain party-in-interest transactions are affirmative defenses for which the defendant bears the burden of pleading and proof

April 17, 2025

Opinion

U.S. Chamber files coalition amicus brief urging Supreme Court to hold that an ERISA plaintiff bringing a prohibited-transaction claim must allege facts supporting a plausible inference of wrongdoing to survive a motion to dismiss and proceed to discovery

January 03, 2025

U.S. Chamber Coalition Amicus Brief

Jaime A. Santos, James O. Fleckner, John J. Cleary, and Jordan Bock of Goodwin Procter LLP served as outside counsel.

The U.S. Chamber previously filed an amicus brief when this case was before the Second Circuit.

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