Brown v. Roth’s Empirical Analysis
1990
Citation profile
1 district ·
Relationships
Applies 29 U.S.C. § 1001 (§ 2 of the Employee Retirement Income Security Act of 1974) · 29 U.S.C. § 1002 (§ 3 of the Employee Retirement Income Security Act of 1974) · 29 U.S.C. § 1102 (§ 402 of the Employee Retirement Income Security Act of 1974) · 29 U.S.C. § 1132 (§ 502 of the Employee Retirement Income Security Act of 1974) · 29 U.S.C. § 1135 (§ 505 of the Employee Retirement Income Security Act of 1974)
Relies on Celotex Corporation v. Catrett H · United Mine Workers of America v. Gibbs · Massachusetts Mutual Life Insurance v. Russell · Reading Co. v. Schweitzer · Darden v. Wainwright
Most-quoted passages
The sentences later courts lift from this opinion, ranked by how many decisions quote each — the parts of the opinion doing the work. These counts are smaller than the citation total above because most of the 4 citing decisions cite the case generally; a passage count includes only decisions quoting that exact language verbatim.
“A person shall be deemed to be rendering “investment advice” to an employee benefit plan ... only if: (i) Such person renders advice to the plan as to the value of securities ... and (ii) Such person either directly or indirectly ... (B) Renders any advice described [above] on a regular basis to the plan pursuant to a mutual agreement, arrangement or understanding, written or otherwise, between such person and the plan or a fiduciary with respect to the plan, that such services will serve as a primary basis for investment decisions with respect to plan assets, and that such person will render individualized investment advice to the plan based on the particu.lar needs of the plan regarding such matters as, among other things, investment policies or strategy, overall portfolio composition, or diversification of plan investments.”
1 later decision quote this exact passage · from the majoritye.g. Petrilli v. Gow
How this case has been treated — in progress
Whether each later court followed, distinguished, criticized, or overruled this decision. The treatment classification (task #35) runs highest-cited cases first and lights up here as it reaches this one.