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Second Circuit Holds Plan Fiduciary Breached Duty of Care by Failing to Provide Adequate Notice of Lump-Sum Election During Plan Termination

Second Circuit Holds Plan Fiduciary Breached Duty of Care by Failing to Provide Adequate Notice of Lump-Sum Election During Plan Termination

In Hammell v. Pilot Products, Inc. Defined Benefit Pension Plan, No. 24-3283-CV, 2026 WL 586699 (2d Cir. Mar. 3, 2026), the Second Circuit affirmed a district court judgment finding that…

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Fifth Circuit Holds Plan May Compel Arbitration of ERISA § 502(a)(2) Claim but Invalidates Representative-Action Waiver

In Parrott v. International Bancshares Corporation, et al., No. 25-50367, ---F.4th----, 2026 WL 364324 (5th Cir. Feb. 10, 2026), the Fifth Circuit addressed whether an ERISA plan can compel arbitration…

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Second Circuit Affirms Retiree’s Right to Pursue Plan Reformation and Litigate Representative ERISA Claims Despite Arbitration Agreement

In Duke v. Luxottica U.S. Holdings Corp., No. 24-3207, ---F.4th----, 2026 WL 303549 (2d Cir. Feb. 5, 2026), the Second Circuit issued a wide-ranging ERISA decision addressing appellate jurisdiction in…

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District Court Rejects Proposed ERISA Class Challenging NFL Disability Benefits Process for Lack of Commonality and Typicality

In Alford, et al v. The NFL Player Disability, & Survivor Benefit Plan, et al., No. 1:23-CV-00358-JRR, 2026 WL 216349 (D. Md. Jan. 28, 2026), a group of retired National…

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Court Recognizes Plausible Fiduciary Breach Based on Failure to Affirmatively Disclose Waiver-of-Premium Life Insurance Benefit in Special Circumstances

In Atkins v. Prudential Insurance Co. of America, No. 1:25-CV-2912-TWT, 2026 WL 86659 (N.D. Ga. Jan. 12, 2026), the Northern District of Georgia granted in part and denied in part…

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Court Allows ERISA Claims Based on Long-Term Disability Premium Collection Without Evidence of Insurability

In two closely related decisions issued the same day, the U.S. District Court for the Western District of Washington denied motions to dismiss filed by both an employer and its…

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