Eleventh Circuit Reverses Summary Judgment for Royal Caribbean, Holding ERISA Plaintiffs Need Not Always Provide “Apples-to-Apples” Comparator Evidence to Prove Objective Imprudence
Eleventh Circuit Reverses Summary Judgment for Royal Caribbean, Holding ERISA Plaintiffs Need Not Always Provide “Apples-to-Apples” Comparator Evidence to Prove Objective Imprudence
In Johnson v. Russell Investment Management, LLC, No. 25-10692, --- F.4th ----, 2026 WL 2387006 (11th Cir. Aug. 17, 2026), a breach of fiduciary duty action under ERISA, the Eleventh…
Fourth Circuit Affirms Denial of Benefits and Rejects Fiduciary Claim Against Recordkeeper, But Holds Administrative Services Agreement Is a Disclosable Plan Document Under ERISA
In Kelly v. Altria Client Services, LLC, --- F.4th ----, 2026 WL 2293854 (4th Cir. Aug. 10, 2026), Plaintiff sought to liquidate his 401(k) account in Altria’s Deferred Profit-Sharing Plan…
Ninth Circuit Vacates Class Certification in 401(k) Fee Case, Holding District Court Failed to Rigorously Analyze Typicality and Adequate Representation While Affirming Plaintiffs’ Standing
In Munoz v. Alorica, Inc., No. 25-7359, 2026 WL 2199195 (9th Cir. July 30, 2026), former participants in the Alorica 401(K) Retirement Plan brought this action under ERISA on behalf…
Northern District of California Applies ERISA Equitable Estoppel to Enforce Longstanding Misrepresentations of Pension Eligibility
In Woo v. Kaiser Found. Health Plan, Inc., No. 23-cv-05063, 2026 WL 194578 (N.D. Cal. Jan. 26, 2026), the Northern District of California granted judgment for a plan participant on…
Eleventh Circuit Holds ERISA Arbitration Clause Unenforceable Where It Waives Plan-Wide Relief
In Williams v. Shapiro, No. 24-11192, ---F.4th----, 2025 WL 3625999 (11th Cir. Dec. 15, 2025), the Eleventh Circuit affirmed the denial of a motion to compel arbitration, holding that an…
Ninth Circuit Upholds Dismissal of ERISA Fiduciary Breach Claims Against Genentech
In Wehner v. Genentech, Inc., No. 24-2630, 2025 WL 2505672 (9th Cir. Sept. 2, 2025), the Ninth Circuit affirmed the dismissal of ERISA claims brought by a former Genentech employee…
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