The ERISA Litigation Index

For the ERISA fiduciary, there are three primary sources that inform the duties that must be followed:

(1) the ERISA statute as passed and amended by Congress and the President
(2) regulations and other guidance as written by the Department of Labor, and
(3) the written decisions of federal judges.

FRA/PlanTools is proud to announce the ERISA Litigation Index , a resource that will keep interested readers better informed about ERISA cases in federal court. The ERISA Litigation Index will list for each case (1) basic case information such as the name of the district court, the case number, and the names of the judges, (2) the basic issues being litigated, (3) the lawyers involved, (4) a copy of
the latest operative complaint and significant motions and orders, and (5) selected commentary about the cases.

Most importantly, we have the capability to track the docket for each case (the list of all documents filed by the attorneys and judges) and whenever an important court order or motion is filed, you will hear about it first from us.

Given my previous history as an attorney litigating ERISA claims on behalf of plan participants, FRA/PlanTools is uniquely qualified to provide this important service to the industry. The following cases are being tracked and updated:

(1) Tussey v. ABB, Inc.

(2)  Krueger v. Ameriprise Financial, Inc.

(3) Nolte v. CIGNA Corp.

(4)  Tibble v. Edison International

(5) Kelley v. Fidelity Management and Trust Co.

(6)  Boudreau v. Fidelity Management and Trust Co.

(7)  Columbia Air Services, Inc. v. Fidelity Management and Trust Co.

(8)  Bilewicz v. FMR LLC (Fidelity Investments)

This list is not exhaustive and will be updated with other cases as they are identified or newly filed. If you know of a case that you would like to see tracked on the ERISA Litigation Index, please email Tom at .

Follow us on Twitter  @PlanTools  or  subscribe via email  to receive all future updates about these cases and others we will be tracking on the ERISA Litigation Index. We will post information as soon as possible after it becomes available.


Welcome to the FRA/PlanTools blog. The contributors to this blog will be David J.
Witz, Managing Director, Thomas E. Clark, Jr., Director of Fiduciary Oversight and
Justin D. Witz, IT Director.

The goals of this blog are simple. To provide original and informative content
to plan sponsors, advisors, consultants, ERISA attorneys, CPAs, and anyone else
interested in the fiduciary obligations of ERISA.

The blog can be navigated using the categories to the right to filter entries.
Additionally, we will be compiling unique content that can be accessed using the
fixed buttons across the top of the page.

To learn more about FRA/PlanTools, please click here.