Heckler v. Chaney, 467 U.S. 1251 (1984). · Go Syfert
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Heckler v. Chaney, 467 U.S. 1251 (1984). Cases Citing This Book View Copy Cite
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cited 6× by 2 distinct cases · "The focus of the inquiry is how the fiduciary acted in his selection of the investment, and not whether his investments succeeded or failed."
cited 3× by 1 distinct case · “ERISA fiduciaries need not become experts ... [as] they are entitled to rely on the expertise of others.”
cited 3× by 1 distinct case · “this is not a search for subjective good faith-a pure heart and an empty head are not enough”
212 citation events (26 in the last 25 years) across 73 distinct courts.
Strongest positive: In Re Dynegy, Inc. ERISA Litigation (txsd, 2004-03-05)
Treatment trajectory · 1984 → 2026 · click a year to view as-of
1984 2005 2026
Top citers, strongest first. 34 distinct citers.
discussed Cited as authority (quoted) In Re Dynegy, Inc. ERISA Litigation
S.D. Tex. · 2004 · quote attribution · 1 verbatim quote · confidence low
this is not a search for subjective good faith-a pure heart and an empty head are not enough
discussed Cited as authority (quoted) 19 Employee Benefits Cas. 2297, Pens. Plan Guide P 23916e Warren A. Maher v. Strachan Shipping Company, United States of America, Intervenor
5th Cir. · 1995 · quote attribution · 1 verbatim quote · confidence low
the focus of the inquiry is how the fiduciary acted in his selection of the investment, and not whether his investments succeeded or failed.
discussed Cited as authority (quoted) Riley v. Murdock
E.D.N.C. · 1995 · signal: see · quote attribution · 1 verbatim quote · confidence high
erisa fiduciaries need not become experts ... they are entitled to rely on the expertise of others.
cited Cited "see" Clearmeadow Investments, LLC v. United States
Fed. Cl. · 2009 · signal: see · confidence high
See Moller v. United States, 721 F.2d 810, 813 (Fed.Cir.1983), cert. denied, 467 U.S. 1251 , 104 S.Ct. 3534 , 82 L.Ed.2d 839 (1984).
cited Cited "see" Emerson Electric Supply Co. v. Estes Express Lines Corp.
W.D. Pa. · 2004 · signal: see · confidence high
See Shippers Nat’l Freight Claim Council v. Interstate Commerce Commission, 712 F.2d 740 , 742 (2nd Cir.1983), cert. denied, 467 U.S. 1251 , 104 S.Ct. 3534 , 82 L.Ed.2d 839 (1984).
discussed Cited "see" United States v. Lang
N.D. Tex. · 2001 · signal: see · confidence high
See United States v. Cockrell, 720 F.2d 1423, 1427 (5th Cir.1983), cert. denied, 467 U.S. 1251 , 104 S.Ct. 3534 , 82 L.Ed.2d 839 (1984); see also United States v. Jones, 614 F.2d 80, 82 (5th Cir.), cert. denied, 446 U.S. 945 , 100 S.Ct. 2174 , 64 L.Ed.2d 801 (1980).
discussed Cited "see" Bussian v. RJR Nabisco, Inc.
S.D. Tex. · 1998 · signal: see · confidence high
See Donovan v. Cunningham, 716 F.2d 1455, 1474 (5th Cir.1983) (noting that while experts must be used properly and that using one is not a “magic wand,” “ERISA fiduciaries need not become experts ... — they áre entitled to rely on the expertise of others.”), cert. denied, 467 U.S. 1251 , 104 S.Ct. 3533 , 82 L.Ed.2d 839 (1984); Riley, 890 F.Supp. at 458 (noting that expert assistance is part of examination of appropriateness of investigation).
cited Cited "see" Johnnie Ray Mahon, Aka: Johnnie R. Mahon Aka: Johnny Ray Mahon v. County of Los Angeles, Terry Wilson Burdette Harris
9th Cir. · 1996 · signal: see · confidence high
See Bonilla v. Oakland Scavenger Co., 697 F.2d 1297, 1301 (9th Cir.1982), cert. denied, 467 U.S. 1251 (1984).
discussed Cited "see" ca4 1996
4th Cir. · 1996 · signal: see · confidence high
See Donovan v. Cunningham, 716 F.2d 1455 (5th Cir.1983), cert. denied, 467 U.S. 1251 , 104 S.Ct. 3533 , 82 L.Ed.2d 839 (1984). 3 75 Because of high risk to employees, great benefits to employers, and built-in conflict between the two, employees must be given maximum ability to protect their substantial investment, both financial and personal, in their ESOP.
discussed Cited "see" Faircloth v. Lundy Packing Co. (2×)
4th Cir. · 1996 · signal: see · confidence high
See Donovan v. Cunningham, 716 F.2d 1455 (5th Cir. 1983), cert. denied, 467 U.S. 1251 (1984).3 _________________________________________________________________ 2 Strangely, in the same year Lundy's net earnings were nearly $2 mil- lion. 3 I do not mean to suggest that an ESOP never is an appropriate method of corporate finance.
discussed Cited "see" Gary L. Eyler v. Commissioner of Internal Revenue
7th Cir. · 1996 · signal: see · confidence high
See Donovan v. Cunningham, 716 F.2d 1455, 1471 (5th Cir.1983), cert. denied, 467 U.S. 1251 , 104 S.Ct. 3533 , 82 L.Ed.2d 839 (1984) (underwriter had not assumed that an ESOP existed when it appraised corporation’s stock).
discussed Cited "see" Frank v. ITT Commercial Finance Corp. (In Re Thompson Boat Co.)
Bankr. E.D. Mich. · 1995 · signal: see · confidence high
See generally, e.g., Bonilla v. Oakland Scavenger Co., 697 F.2d 1297, 1301 (9th Cir.1982), cert. denied, 467 U.S. 1251 , 104 S.Ct. 3533 , 82 L.Ed.2d 838 (1984) (A trial court should not consider “matters extraneous to the pleadings while treating the [Rule 12(b)(6) ] motion as one to dismiss, rather than as one for summary judgment.”).
discussed Cited "see" Mayer v. United States
Fed. Cl. · 1994 · signal: accord · confidence high
Higgins v. Commissioner, 312 U.S. 212, 217 , 61 S.Ct. 475, 478 , 85 L.Ed. 783 (1941); accord Moller v. United States, 721 F.2d 810, 813 (Fed.Cir.1983) cert, denied, 467 U.S. 1251 , 104 S.Ct. 3534 , 82 L.Ed.2d 839 (1984).
cited Cited "see" In Re Fairchild Ind. & Gmf Inv. Erisa Litigation
N.D. Fla. · 1993 · signal: see · confidence high
See Donovan v. Cunningham, 716 F.2d 1455 , 1466 n. 23 (5th Cir.1983), cert. denied, 467 U.S. 1251 , 104 S.Ct. 3533 , 82 L.Ed.2d 839 (1984). 4 .
discussed Cited "see" United States v. Thomas John Morris, Sr.
4th Cir. · 1993 · signal: see · confidence high
See Nezowy v. United States, 723 F.2d 1120 (3d Cir.1983), cert. denied, 467 U.S. 1251 , 104 S.Ct. 3533 , 82 L.Ed.2d 839 (1984); United States v. Rubin, 559 F.2d 975 (5th Cir.1977), vacated on other grounds, 439 U.S. 810 , 99 S.Ct. 67 , 58 L.Ed.2d 102 (1978); United States v. Williams, 464 F.2d 927 (8th Cir.1972); United States v. Tomaiolo, 249 F.2d 683 (2d Cir.1957); see also Namet v. United States, 373 U.S. 179 , 83 S.Ct. 1151 , 10 L.Ed.2d 278 (1963) (finding that when there was no prosecutorial misconduct and the defendant was not unfairly prejudiced, it was not reversible error for the pros…
discussed Cited "see" Dallas C. Wood v. Commissioner of Internal Revenue
4th Cir. · 1992 · signal: see · confidence high
See Donovan v. Cunningham, 716 F.2d 1455, 1464-65 (5th Cir.1983) (interpreting 29 U.S.C. § 1106 , a parallel prohibited transaction provision in Title I of ERISA), cert. denied, 467 U.S. 1251 , 104 S.Ct. 3533 , 82 L.Ed.2d 839 (1984).
cited Cited "see" ca9 1991
9th Cir. · 1991 · signal: see · confidence high
See Donovan v. Cunningham, 716 F.2d 1455 , 1467 n. 27 (5th Cir.1983) cert. denied, 467 U.S. 1251 , 104 S.Ct. 3533 , 82 L.Ed.2d 839 (1984); Marshall v. Snyder, 572 F.2d 894, 900 (2d Cir.1978).
cited Cited "see" Bertarelli v. State
Ala. Crim. App. · 1991 · signal: see · confidence high
See Nezowy v. United States, 723 F.2d 1120 (3rd Cir.1983), cert. denied, 467 U.S. 1251 , 104 S.Ct. 3533 , 82 L.Ed.2d 839 (1984); United States v. Williams, 464 F.2d 927 (8th Cir.1972).
cited Cited "see" Silpacharin v. Metropolitan Government of Nashville & Davidson County
Tenn. Ct. App. · 1990 · signal: see · confidence high
See Bonilla v. Oakland Scavanger Co., 697 F.2d 1297 , 1303 (9th Cir.1982), cert. denied, 467 U.S. 1251 , 104 S.Ct. 3533 , 82 L.Ed.2d 838 (1984).
cited Cited "see" Whitfield v. Cohen
S.D.N.Y. · 1988 · signal: see · confidence high
See Donovan v. Cunningham, 716 F.2d 1455 (5th Cir.1983), cert. denied, 467 U.S. 1251 , 104 S.Ct. 3533 , 82 L.Ed.2d 839 (1984).
discussed Cited "see" Drug And Toilet Preparation Traffic Conference, Inc. v. United States
D.C. Cir. · 1986 · signal: see · confidence high
See Shippers National Freight Claim Council, Inc. v. ICC, 712 F.2d 740 , 749-50 (2d Cir.1933), cert. denied, 467 U.S. 1251 , 104 S.Ct. 3524 , 82 L.Ed.2d 839 (1984). 19 Petitioners also argue that, "[i]f Congress intended to enact a law which completely withdrew the carrier's common law liability as a bailee, then it would have to use words plainly connoting that new concept...." Petitioners' Brief at 28.
cited Cited "see" Drug & Toilet Preparation Traffic Conference, Inc. v. United States
D.C. Cir. · 1986 · signal: see · confidence high
See Shippers National Freight Claim Council, Inc. v. ICC, 712 F.2d 740 , 749-50 (2d Cir.1933), cert. denied, 467 U.S. 1251 , 104 S.Ct. 3524 , 82 L.Ed.2d 839 (1984).
discussed Cited "see" Quasar Co. v. Atchison, Topeka & Santa Fe Railway Co.
N.D. Ill. · 1986 · signal: see · confidence high
See generally Shippers National Freight Claim Council, Inc. v. I.C.C., 712 F.2d 740 , 745-748 (2d Cir.1983), cert. denied, 467 U.S. 1251 , 104 S.Ct. 3534 , 82 L.Ed.2d 839 (1984); Howe v. Allied Van Lines, Inc., 622 F.2d 1147, 1156-1157 (3d Cir.), cert. denied 449 U.S. 992 , 101 S.Ct. 528 , 66 L.Ed.2d 289 (1980).
cited Cited "see, e.g." State v. Keadle
Neb. · 2025 · signal: see also · confidence low
See, also, United States v. Cockrell, 720 F.2d 1423 (5th Cir. 1983), rehearing denied 724 F.2d 976 (5th Cir.), cert. denied 467 U.S. 1251 , 104 S. Ct. 3534 , 82 L.
discussed Cited "see, e.g." DiFelice v. Fiduciary Counselors, Inc.
E.D. Va. · 2005 · signal: see also · confidence low
See also In re Unisys Savings Plan Litig., 74 F.3d 420, 434-35 (3d Cir.1996) (“[T]he prudence requirement is flexible, such that the adequacy of a fiduciary’s independent investigation and ultimate investment selection is evaluated in light of the ‘character and aims’ of the particular type of plan he serves.”) (citing Donovan v. Cunningham, 716 F.2d 1455, 1467 (5th Cir.1983), cert. denied, 467 U.S. 1251 , 104 S.Ct. 3533 , 82 L.Ed.2d 839 , (1984)).
cited Cited "see, e.g." Adams v. Bowater, Inc.
1st Cir. · 2002 · signal: see, e.g. · confidence low
See, e.g., Donovan v. Cunningham, 716 F.2d 1455, 1461-62 (5th Cir.1983), ce rt. denied, 467 U.S. 1251 , 104 S.Ct. 3533 , 82 L.Ed.2d 839 (1984).
discussed Cited "see, e.g." Delta Star, Inc. v. Patton
W.D. Pa. · 1999 · signal: see also · confidence low
See also Donovan v. Cunningham, 541 F.Supp. 276, 289 (S.D.Tex.1982) (holding that, because an ESOP owns a substantial portion of the sponsoring company’s stock, it would be inconsistent with the intentions of ERISA to allow a trustee who has breached his fiduciary duties to the ESOP to be indemnified by the sponsoring company where the ESOP would indirectly bear the financial burden), affirmed in part, vacated in part, reversed in part on other grounds, 716 F.2d 1455 (5th Cir.1983), cert. denied, 467 U.S. 1251 , 104 S.Ct. 3533 , 82 L.Ed.2d 839 (1984). 106.
discussed Cited "see, e.g." Campbell v. Clinton
D.D.C. · 1999 · signal: see, e.g. · confidence low
See, eg., Crockett v. Reagan, 720 F.2d 1355, 1357 (D.C.Cir.1983) (Bork, J., concurring), cert. denied, 467 U.S. 1251 , 104 S.Ct. 3533 , 82 L.Ed.2d 839 (1984); Holtzman v. Schlesinger, 484 F.2d 1307, 1309-10 (2d Cir.1973), cert. denied, 416 U.S. 936 , 94 S.Ct. 1935 , 40 L.Ed.2d 286 (1974); cf. Goldwater v. Carter, 617 F.2d 697, 709-15 (D.C.Cir.) (en banc) (Wright and Tamm, J.J., concurring in result), vacated and remanded tvith directions to dismiss, 444 U.S. 996 , 100 S.Ct, 533 , 62 L.Ed.2d 428 (1979).
discussed Cited "see, e.g." Page v. Shelby
D.D.C. · 1998 · signal: see also · confidence low
Lujan, 504 U.S. at 576 ; see also Crockett v. Reagan, 558 F.Supp. 893, 898 (D.D.C.1982) (JHG) (concluding that fact-finding necessary to determine violation of War Powers Resolution was properly function of Congress not judiciary), aff'd 720 F.2d 1355 (D.C.Cir.1983), cert. denied 467 U.S. 1251 , 104 S.Ct. 3533 , 82 L.Ed.2d 839 (1984).
cited Cited "see, e.g." texapp 1993
Tex. App. · 1993 · signal: see also · confidence low
See Bowen , 624 F.2d at 1266 ; see also Donovan v. Cunningham , 716 F.2d 1455 (5th Cir. 1983), cert. denied , 467 U.S. 1251 (1984).
discussed Cited "see, e.g." United States v. Noriega
S.D. Fla. · 1990 · signal: see, e.g. · confidence low
See, e.g., Crockett v. Reagan, 558 F.Supp. 893, 898 (D.D.C.1982) (court lacked resources and expertise to resolve disputed questions of fact concerning presence of imminent hostilities in El Salvador, which existence would implicate War Powers Resolution), aff’d, 720 F.2d 1355 (D.C.Cir.1983), cert. denied, 467 U.S. 1251 , 104 S.Ct. 3533 , 82 L.Ed.2d 839 (1984); Lowry v. Reagan, 676 F.Supp. 333 , 340 n. 53 (D.D.C.1987) (court unable to determine whether hostile situation existed in Persian Gulf); Holtzman v. Schlesinger, 484 F.2d 1307, 1310 (2d Cir.1973) (court lacked expertise to determine w…
cited Cited "see, e.g." O'NEILL v. Davis
N.D. Ill. · 1989 · signal: see also · confidence low
See also Donovan v. Cunningham, 716 F.2d 1455, 1464 (5th Cir.1983), cert. denied, 467 U.S. 1251 , 104 S.Ct. 3533 , 82 L.Ed.2d 839 (1984).
discussed Cited "see, e.g." cadc 1989
D.C. Cir. · 1989 · signal: see, e.g. · confidence low
See, e.g., Edwards, 757 F.2d at 56-57. 55 Plaintiffs would also infer from Sec. 404(a)(1)(B)'s requirement that plan fiduciaries exercise the "care, skill, prudence and diligence" of a "prudent man" that we owe their valuation decision no deference, since, they say, the fiduciary standard exacted is "the highest known to law." In support of this view they cite Donovan v. Cunningham, 716 F.2d 1455 (5th Cir.1983), cert. denied, 467 U.S. 1251 , 104 S.Ct. 3533 , 82 L.Ed.2d 839 (1984), and Donovan v. Bierwirth, 680 F.2d 263 (2d Cir.), cert. denied, 459 U.S. 1069 , 103 S.Ct. 488 , 74 L.Ed.2d 631 (19…
discussed Cited "see, e.g." Commissioner v. Groetzinger (2×)
SCOTUS · 1987 · signal: see also · confidence low
See also Moller v. United States, 721 F. 2d 810 (CA Fed. 1983), cert. denied, 467 U. S. 1251 (1984); Purvis v. Commissioner, 530 F. 2d 1332, 1334 (CA9 1976).
Heckler, Secretary of Health and Human Services
v.
Chaney
No. 83-1878.
Supreme Court of the United States.
Jun 18, 1984.
467 U.S. 1251
Published
3 passages pin-cited by 4 cases
Pinpoint authority: bottom 88%
Citer courts: Fifth Circuit (1) · E.D. North Carolina (1) · S.D. Texas (1)

C. A. D. C. Cir. Motion of respondents for leave to proceed in forma pauperis and certiorari granted.