Fifth Circuit Holds ERISA Fiduciary Claims Seeking Monetary Relief Are Equitable and Not Subject to Arbitration
Fifth Circuit Holds ERISA Fiduciary Claims Seeking Monetary Relief Are Equitable and Not Subject to Arbitration
In Aramark Servs., Inc. Grp. Health Plan v. Aetna Life Ins. Co., No. 24-40323, ---F.4th----, 2025 WL 3676864 (5th Cir. Dec. 18, 2025), the Fifth Circuit affirmed the denial of…
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…
Court Partially Rejects Exhaustion Defense in ERISA Fiduciary-Breach Case
In Bechtel v. Wexford Health Sources Inc., et al., No. CV-25-08006-PCT-DLR, 2025 WL 3537563 (D. Ariz. Dec. 10, 2025), the district court addressed whether the plaintiff failed to exhaust administrative…
Fifth Circuit Affirms Dismissal of Untimely ERISA § 510 Claim, Rejects Attempt to Recast Claim as Fiduciary Breach
In Mitchell v. H-E-B, L.P., No. 25-50227, 2025 WL 3496980 (5th Cir. Dec. 5, 2025), an unpublished per curiam decision, the Fifth Circuit affirmed summary judgment in favor of H-E-B,…
District of Utah Confirms Only Named Plan Administrator May Face § 1132(c) Penalties
In Mayor v. Metro. Life Ins. Co., itself & as administrator of Union Pac. Corp. Nonagreement Life Ins. Plan 0149653, et al., No. 1:25-CV-00012-DBB-DAO, 2025 WL 3251356 (D. Utah Nov.…
Second Circuit Affirms Dismissal of Fiduciary-Breach Claims Over High-Risk Investment Strategy
In Carlisle v. The Board of Trustees of The American Federation of The New York State Teamsters Conference Pension and Retirement Fund, et al., No. 25-511-CV, 2025 WL 3251154 (2d…
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