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Try CasePortal for FreeJ. Whitehead declines to dismiss the trust's complaint alleging that the insurance company bought Wells Fargo’s recordkeeping business in May 2019, which the trust has used since 2011, but failed to inform the trust of the increased bank fees. The trust's board plausibly alleges that the insurance company was an ERISA fiduciary and thus responsible for upholding fiduciary duties.
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