Fifth Circuit Affirms Dismissal of Phillips 66 ERISA Lawsuit

On Friday, May 22, 2020, a panel of three Fifth Circuit judges affirmed the dismissal of an ERISA lawsuit brought on behalf of participants in the Phillips 66 Savings Plan (the “Plan”). The complaint, filed in the US District Court for the Southern District of Texas, alleges that Phillips 66 breached its fiduciary duties to […]

Fifth Circuit Rejects Lower Court’s Class Certification Decision in ERISA

On Friday, April 29, 2020, a panel of three Fifth Circuit judges vacated a decision by a federal judge in the US District Court for the Western District of Texas to certify a class of all participants and beneficiaries of employee benefit plans offered through Fringe Insurance Benefits, Inc., Plan Benefit Services, Inc. and Fringe […]

Supreme Court Sends Its Latest “Stock Drop” Case Back to the Second Circuit

Blog Post Authors: Jonathan Dilger (; Nicolas A. Lussier ( On January 14, 2020, the Supreme Court remanded Retirement Plans Committee of IBM v. Jander back to the Second Circuit to the surprise of many employee benefit and retirement experts who anticipated that the Court would use Jander as an opportunity to further clarify the […]

A Message to Our Clients About Coronavirus COVID-19:

A Message to Our Clients About Coronavirus COVID-19

At Shepherd, Finkelman, Miller & Shah, LLP, we view the safety and well-being of our clients, staff and business partners as our highest priority.

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