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District Court Excludes Post-Exhaustion Evidence in ERISA Disability Case, Highlighting Importance of Procedural Deadlines

In King v. Reliance Standard Life Insurance Company, No. 1:23-CV-00443-GSL-SLC, 2024 WL 5165572 (N.D. Ind. Dec. 19, 2024), Indiana Northern District Judge Gretchen S. Lund addressed procedural issues under the…

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District Court Grants Discovery in ERISA Disability Case Emphasizing Strict Limits Under Abuse of Discretion Review

In Stallman v. First Unum Life Insurance Company, et al., No. CV 23-20975 (JXN) (LDW), 2024 WL 4988603 (D.N.J. Dec. 5, 2024), Magistrate Judge Leda Dunn Wettre for the District Court…

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Second Circuit Affirms Dismissal of ERISA Breach of Fiduciary Duty Claims Alleging Excessive Recordkeeping Fees

In a recent decision by the United States Court of Appeals for the Second Circuit, the case of Singh v. Deloitte LLP, No. 23-1108, __F.4th__, 2024 WL 5049345 (2d Cir.…

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Ninth Circuit Affirms United of Omaha’s Denial of Disability Insurance Benefits

In Gray v. United of Omaha Life Insurance Company, No. 24-700, 2024 WL 5001915 (9th Cir. Dec. 6, 2024), Plaintiff-Appellant Kandice Gray appealed the district court’s judgment in favor of…

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District Court Affirms Plaintiff’s Right to Seek Reformation of Long-Term Disability Plan under ERISA Based on Mistake or Fraud

In Rappaport v. Guardian Life Insurance Company of America, No. 1:22-CV-08100 (JLR), 2024 WL 4872736 (S.D.N.Y. Nov. 22, 2024), on Cross-Motions pursuant to FRCP Rule 56, New York Southern District…

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District Court Orders Unum to Pay $900/hour in Attorneys’ Fees to Prevailing Plaintiff in ERISA-governed Long-Term Disability Dispute

In Downes v. Unum Life Insurance Company of America, No. 23-CV-01643-RS, 2024 WL 4876940 (N.D. Cal. Nov. 22, 2024), following the Court’s prior order holding Unum accountable for payment of…

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