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District Court Permits Extra-Record Discovery to Demonstrate Reliance Standard’s Conflict of Interest and Its Effect on Disability Benefits Decision

In Stambaugh v. Reliance Standard Life Ins. Co., No. CV-23-08140-PCT-DLR, __F.Supp.3d__, 2024 WL 1854499 (D. Ariz. Apr. 22, 2024), Arizona District Judge Douglas L. Rayes granted Plaintiff’s motion for discovery…

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Eleventh Circuit Again Dismisses Provider Claim for ERISA Statutory Penalties Based on Language in Written Assignment of Rights and Benefits

In A. Griffin v. United Healthcare Services, Inc., No. 23-13429, 2024 WL 1855456 (11th Cir. Apr. 29, 2024), the Eleventh Circuit affirmed the dismissal of Dr. Griffin’s lawsuit seeking damages…

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District Court Allows Life Insurance Beneficiaries to Allege an Alternative ERISA Breach of Fiduciary Duty Claim Against Unum

In Morales v. CoAdvantage Corp., No. 6:24-cv-117-JA-DCI, 2024 WL 1678250 (M.D. Fla. Apr. 18, 2024), Florida Middle District Judge John Antoon, II granted in part Defendants’ motions to dismiss finding…

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Seventh Circuit Revives ERISA Claims Related to ESOP Purchase of Company at Allegedly Inflated Valuation Price

In Appvion, Inc. Ret. Sav. & Emp. Stock Ownership Plan by & through Lyon v. Buth, No. 23-1073, __F.4th__, 2024 WL 1739032 (7th Cir. Apr. 23, 2024), Plaintiff-Appellant is the…

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In ERISA Disability Benefit Suit, District Court Finds Reliance Standard Committed Procedural Error and Failed to Adequately Consider Medical Evidence

In Wongsang v. Reliance Standard Ins. Co. No. 1:23-CV-1 (RDA/IDD), 2024 WL 1559292 (E.D. Va. Apr. 10, 2024), Virginia Eastern District Judge Rossie D. Alston, Jr. granted Plaintiff’s motion for…

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Ninth Circuit Affirms Guardian’s Denial of Long-Term Disability Benefits Due to Claimant’s Pre-Existing Condition

In Roeder v. Guardian Life Ins. Co., No. 22-56226, 2024 WL 1612256 (9th Cir. Apr. 15, 2024), Plaintiff-Appellant Jacqueline Roeder appealed the district court’s de novo review of Guardian Life…

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