← LexyCorpus index

LexyCorpus case page

CourtListener opinion 4380715

Date unknown · US

Extracted case name
RSWL-DFM v. BHASKAR VYAS
Extracted reporter citation
530 U.S. 211
Docket / number
pending
QDRO relevance 5/5Retirement relevance 5/5Family-law relevance 5/5gold label pending
Research-use warning: This page contains machine-draft public annotations generated from public opinion text. The headnote is not Willie-approved gold-label work product and is not legal advice. Verify the full opinion and current law before relying on it.

Machine-draft headnote

Machine-draft public headnote: CourtListener opinion 4380715 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to ERISA / defined contribution issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.

Retrieval annotation

Draft retrieval summary: this opinion has QDRO relevance score 5/5, retirement-division score 5/5, and family-law score 5/5. Use the quoted text and full opinion below before relying on the case.

Category: ERISA / defined contribution issues

Evidence quotes

QDRO

Retirement Income Security Act ("ERISA"). Vyas is not "a participant, beneficiary or fiduciary" of the relevant plan. See 29 U.S.C. § 1132(a)(2). Vyas is not named in the plan documents, and the plan is not mentioned in the judgment of dissolution or in a qualified domestic relations order. See 29 U.S.C. § 1056(d)(3)(C), (J). 2. Vyas has no claim for breach of fiduciary duty against Schwab because Schwab did not "perform[] a fiduciary function" when it took "the action[s] subject to complaint." Pegram v. Herdrich, 530 U.S. 211, 226 (2000). Vyas alleged only that Schwab carried out the directions of the plan administrator, which is not a

retirement benefits

ted March 8, 2019** Pasadena, California Before: SCHROEDER and OWENS, Circuit Judges, and CHRISTENSEN,*** Chief District Judge. Plaintiff Sujata Vyas appeals from the district court's orders granting summary judgment to Defendants Bhaskar Vyas and Schwab Retirement Plan * This disposition is not appropriate for publication and is not precedent except as provided by Ninth Circuit Rule 36-3. ** The panel unanimously concludes this case is suitable for decision without oral argument. See Fed. R. App. P. 34(a)(2). *** The Honorable Dana L. Christensen, Chief United States District Judge for the District of Montana, sitt

ERISA

ignation. Services, Inc. ("Schwab"). As the parties are familiar with the facts, we do not recount them here. We affirm. 1. Vyas does not have standing to sue her ex-husband for breach of fiduciary duty under the Employee Retirement Income Security Act ("ERISA"). Vyas is not "a participant, beneficiary or fiduciary" of the relevant plan. See 29 U.S.C. § 1132(a)(2). Vyas is not named in the plan documents, and the plan is not mentioned in the judgment of dissolution or in a qualified domestic relations order. See 29 U.S.C. § 1056(d)(3)(C), (J). 2. Vyas has no claim for breach of fiduciary duty against Schwab

domestic relations order

t Income Security Act ("ERISA"). Vyas is not "a participant, beneficiary or fiduciary" of the relevant plan. See 29 U.S.C. § 1132(a)(2). Vyas is not named in the plan documents, and the plan is not mentioned in the judgment of dissolution or in a qualified domestic relations order. See 29 U.S.C. § 1056(d)(3)(C), (J). 2. Vyas has no claim for breach of fiduciary duty against Schwab because Schwab did not "perform[] a fiduciary function" when it took "the action[s] subject to complaint." Pegram v. Herdrich, 530 U.S. 211, 226 (2000). Vyas alleged only that Schwab carried out the directions of the plan administrator, which is not a

Source and provenance

Source type
courtlistener_qdro_opinion_full_text
Permissions posture
public
Generated status
machine draft public v0
Review status
gold label pending
Jurisdiction metadata
US
Deterministic extraction
reporter: 530 U.S. 211
Generated at
May 14, 2026

Related public corpus pages

Deterministic links based on shared title/citation terms and QDRO / retirement / family-law retrieval scores.

Clean opinion text

NOT FOR PUBLICATION FILED
 UNITED STATES COURT OF APPEALS MAR 20 2019
 MOLLY C. DWYER, CLERK
 U.S. COURT OF APPEALS
 FOR THE NINTH CIRCUIT

SUJATA VYAS, Dr., No. 17-56632

 Plaintiff-Appellant, D.C. No.
 8:15-cv-02152-RSWL-DFM
 v.

BHASKAR VYAS, an individual; et al., MEMORANDUM*

 Defendants-Appellees.

 Appeal from the United States District Court
 for the Central District of California
 Ronald S.W. Lew, District Judge, Presiding

 Submitted March 8, 2019**
 Pasadena, California

Before: SCHROEDER and OWENS, Circuit Judges, and CHRISTENSEN,***
Chief District Judge.

 Plaintiff Sujata Vyas appeals from the district court's orders granting

summary judgment to Defendants Bhaskar Vyas and Schwab Retirement Plan

 *
 This disposition is not appropriate for publication and is not precedent
except as provided by Ninth Circuit Rule 36-3.
 **
 The panel unanimously concludes this case is suitable for decision
without oral argument. See Fed. R. App. P. 34(a)(2).
 ***
 The Honorable Dana L. Christensen, Chief United States District
Judge for the District of Montana, sitting by designation.
 Services, Inc. ("Schwab"). As the parties are familiar with the facts, we do not

recount them here. We affirm.

 1. Vyas does not have standing to sue her ex-husband for breach of

fiduciary duty under the Employee Retirement Income Security Act ("ERISA").

Vyas is not "a participant, beneficiary or fiduciary" of the relevant plan. See 29

U.S.C. § 1132(a)(2). Vyas is not named in the plan documents, and the plan is not

mentioned in the judgment of dissolution or in a qualified domestic relations order.

See 29 U.S.C. § 1056(d)(3)(C), (J).

 2. Vyas has no claim for breach of fiduciary duty against Schwab because

Schwab did not "perform[] a fiduciary function" when it took "the action[s] subject

to complaint." Pegram v. Herdrich, 530 U.S. 211, 226 (2000). Vyas alleged only

that Schwab carried out the directions of the plan administrator, which is not a

party to this lawsuit. See Wright v. Or. Metallurgical Corp., 360 F.3d 1090, 1102

(9th Cir. 2004) ("ERISA relieves a trustee from fiduciary obligations regarding the

management and control of a plan's assets when the trustee is directed by the

plan's designated fiduciaries." (quotation marks omitted)). Schwab did not

"exercise[] any discretionary authority or discretionary control respecting

management of [the] plan[s] or exercise[] any authority or control respecting

management or disposition of [plan] assets." 29 U.S.C. § 1002(21)(A)(i).

 AFFIRMED.

 2