Ninth Circuit Vacates Summary Judgment for Pension Plan Fiduciaries, Directing Reassessment of Prudence Under Intel’s Prospective-Methods Standard
Ninth Circuit Vacates Summary Judgment for Pension Plan Fiduciaries, Directing Reassessment of Prudence Under Intel’s Prospective-Methods Standard
In Klawonn v. Board of Directors for the Motion Picture Industry Pension Plans, No. 25-2874, No. 25-3230, 2026 WL 2364541 (9th Cir. Aug. 14, 2026), Plaintiff, on behalf of the…
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 Holds ERISA Plan’s Representative-Action Waiver Unenforceable Under Effective-Vindication Doctrine, Affirming Denial of Motion to Compel Arbitration
In Pover v. Capital Group Companies, Inc., --- F.4th ----, No. 24-5298, 2026 WL 2196257 (9th Cir. July 30, 2026), Plaintiff sued her former employer, The Capital Group Companies, Inc.,…
Ninth Circuit Affirms Knowing and Voluntary Waiver of 401(k) Claims but Reverses Summary Judgment on Pension Plan Claims After Finding Triable Issue as to Whether Eligibility Amendment Was Backdated
In Raya v. Barka, No. 25-2394, __ F.4th __, 2026 WL 2168772 (9th Cir. July 28, 2026), Plaintiff sued his former employer, Calbiotech, Inc., several individual defendants, and Calbiotech’s 401(k)…
Seventh Circuit Affirms Denial of Survivor Benefits Where Power of Attorney Lacked Express Authority to Waive Spousal Annuity Rights Under ERISA
In Havlik v. University of Chicago, No. 25-2821, --- F.4th ----, 2026 WL 2084784 (7th Cir. July 20, 2026), a suit for ERISA benefits, the Seventh Circuit affirmed summary judgment…
Seventh Circuit Affirms That ESOP Fiduciaries Did Not Breach Their Duties or Engage in a Prohibited Transaction in Approving the Sale of an ESOP-Owned Company
In Rush v. GreatBanc Trust Co., No. 25-1736, --- F.4th ----, 2026 WL 2071139 (7th Cir. July 17, 2026), the Seventh Circuit affirmed a defense judgment entered after a three-week…
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