Legal Opinion

Ellis v. Fidelity Management Trust Co.

District Court, D. Massachusetts

Decided June 19, 2017No. CIVIL ACTION NO. 15-14128-WGYPublishedCited by 4 opinions

1Opinion of the Court

MEMORANDUM & ORDER

YOUNG, D.J.

I. INTRODUCTION

In this class action, James Ellis (“Ellis”) and William Perry (“Perry”), representing a class of similarly situated individuals (collectively, the “Plaintiffs”), contend that Fidelity Management Trust Company (“Fidelity”) mismanaged the Fidelity Group Employee Benefit Plan Managed Income Portfolio (the “Portfolio”), breaching its fiduciary duties pursuant to the Employee Retirement Income Security Act of 1974 (“ERISA”) section 404(a), 29 ' U.S.C. § 1104(a). Fidelity here moves for summary judgment, asserting that the Plaintiffs fail to establish a…

2Cases cited14 opinions

  1. Anderson v. Liberty Lobby, Inc.Supreme Court of the United States · 1986
  2. Celotex Corp. v. Catrett, Administratrix of the Estate of CatrettSupreme Court of the United States · 1986
  3. Matsushita Electric Industrial Co., Ltd. v. Zenith Radio CorporationSupreme Court of the United States · 1986
  4. Reeves v. Sanderson Plumbing Products, Inc.Supreme Court of the United States · 2000
  5. Tibble v. Edison Int'lSupreme Court of the United States · 2015

9 more not listed; retrieve them via the Exa API.

3Cited by4 opinions

  1. Ellis v. Fidelity Management TrustCourt of Appeals for the First Circuit · 2018
  2. Lalonde v. Massachusetts Mutual Life Insurance CompanyDistrict Court, D. Massachusetts · 2024
  3. Schwartz v. Keolis Commuter Services, LLC.District Court, D. Massachusetts · 2018
  4. Waldner v. Natixis Investment Managers, L.P.District Court, D. Massachusetts · 2024

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