Plaintiff Loses Fiduciary Exception Dispute In ERISA Privilege Ruling

(November 22, 2023, 9:16 AM EST) -- SAN DIEGO — Finding that fiduciary exception to attorney-client privilege does not apply to the communications in issue in the Employee Retirement Income Security Act case, a California federal magistrate judge ruled for the defendants in a discovery dispute involving a qualified domestic relations order (QDRO)....