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RJR Pension Inv. Comm. v. Tatum ex rel. Situated

Supreme Court of the United States
Jun 29, 2015
575 U.S. 902 (2015)

Summary

applying the burden-shifting framework from the common law of trusts to an ERISA breach of fiduciary claim, which framework provides that, after the plaintiff has proven a breach of fiduciary duty and a loss related to that breach, the burden of persuasion that such loss was not caused by the breach shifts to the defendant-fiduciary

Summary of this case from Gold v. Coenen (In re Trans-Indus., Inc.)

Opinion

No. 14–656.

06-29-2015

RJR PENSION INVESTMENT COMMITTEE, et al., petitioners, v. Richard G. TATUM, Individually and on Behalf of All Others Similarly Situated.


Petition for writ of certiorari to the United States Court of Appeals for the Fourth Circuit denied.


Summaries of

RJR Pension Inv. Comm. v. Tatum ex rel. Situated

Supreme Court of the United States
Jun 29, 2015
575 U.S. 902 (2015)

applying the burden-shifting framework from the common law of trusts to an ERISA breach of fiduciary claim, which framework provides that, after the plaintiff has proven a breach of fiduciary duty and a loss related to that breach, the burden of persuasion that such loss was not caused by the breach shifts to the defendant-fiduciary

Summary of this case from Gold v. Coenen (In re Trans-Indus., Inc.)
Case details for

RJR Pension Inv. Comm. v. Tatum ex rel. Situated

Case Details

Full title:RJR PENSION INVESTMENT COMMITTEE, et al., petitioners, v. Richard G…

Court:Supreme Court of the United States

Date published: Jun 29, 2015

Citations

575 U.S. 902 (2015)
576 U.S. 1054
135 S. Ct. 2887
192 L. Ed. 2d 924

Citing Cases

Stermer v. Warren

In assessing such a challenge to the presumption, this Court considers, among other things, "the language…

Gold v. Coenen (In re Trans-Indus., Inc.)

On the one hand, four federal appellate circuits, not including the Sixth Circuit, apply a burden-shifting…