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Second Circuit Rejects Pension Fund’s Double-Counting Theory and Eliminates $1.8 Million in Withdrawal Liability
In Mar-Can Transportation Co., Inc. v. Loc. 854 Pension Fund, No. 24-1431, ---F.4th----, 2026 WL 452565 (2d Cir. Feb. 18, 2026), the Second Circuit resolved a significant statutory interpretation dispute…
Wisconsin Federal Court Finds in Favor of ERISA Long-Term Disability Claimant, But Grants Insurer Right to Recover SSDI Overpayment
In Lehnen v. Unum Life Insurance Co., No. 23-CV-192-WMC, 2026 WL 444692 (W.D. Wis. Feb. 17, 2026), the Western District of Wisconsin held that a long-term disability claimant was entitled…
Western District of Washington Dismisses ERISA Claims Challenging Aviation Exclusion in AD&D Policy
In Aloff v. The Prudential Insurance Company of America et al., No. 3:25-CV-05834-DGE, 2026 WL 445565 (W.D. Wash. Feb. 17, 2026), the U.S. District Court for the Western District of…
District Court Enforces Massachusetts Choice-of-Law Clause in ERISA Case, Rejects California Ban on Discretionary Clauses
In Hildebrandt v. Unum Life Insurance Company of America, No. 8:23-CV-02297-ODW (JDEX), 2026 WL 413748 (C.D. Cal. Feb. 13, 2026), the Central District of California enforced a Massachusetts choice-of-law provision…
District Court Rejects Unum’s Boilerplate Discovery Objections and Allows Limited Incentive Discovery in ERISA Case Alleging Bad Faith
In Schaefer v. Unum Life Insurance Company of America, No. 4:24-CV-00590, 2026 WL 396445 (M.D. Pa. Feb. 12, 2026), the U.S. District Court for the Middle District of Pennsylvania addressed…
Your ERISA Long-Term Disability Claim Was Denied. Should You Handle the Appeal Yourself?
When an ERISA long-term disability (LTD) claim is denied, most people assume the insurance company simply needs more information. They think: “I’ll just send updated records.” “My doctor can write…
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