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Ninth Circuit Finds California’s State-Managed Individual Retirement Account Program Is Not Preempted by ERISA

Ninth Circuit Finds California’s State-Managed Individual Retirement Account Program Is Not Preempted by ERISA

With the growing number of government-run auto-enrollment retirement savings programs, the Ninth Circuit decided “a novel and important question:” whether ERISA preempts the California law which creates CalSavers, a state-managed…

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Second Circuit Finds Aetna Had Discretion to Decide Life Insurance Claim and Did Not Abuse Discretion Denying Accidental Death Benefits

In Tyll v. Stanley Black & Decker Life Ins. Program, Aetna Life Ins. Co., No. 20-1060, __F.App’x__, 2021 WL 1748474 (2d Cir. May 4, 2021), a dispute under the Employee…

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In Life Insurance Dispute, Tenth Circuit Declines to Adopt Blanket Duty of Investigation Rule for ERISA Claims Administrators

In Stachmus v. Guardian Life Ins. Co. of Am., No. 20-7019, __F.App’x__, 2021 WL 1590006 (10th Cir. Apr. 23, 2021), Plaintiff-Appellant, Michael Erick Stachmus, sought to overturn the district court’s…

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Ninth Circuit Finds Rooker-Feldman Doctrine Does Not Bar ERISA and State Law Claims Related to QDRO and DRO Payout

Lundstrom v. Young, No. 20-55002, __F.App’x__, 2021 WL 1561661 (9th Cir. Apr. 21, 2021) (Before: M. Smith and Ikuta, Circuit Judges, and Steele, District Judge). Plaintiff-Appellant Brian Lundstrom, ex-husband of…

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Sixth Circuit Determines Retirement Healthcare Benefits Did Not Vest Under Collective Bargaining Agreements

In Michigan Educ. Ass’n Fam. Retired Staff Ass’n v. Michigan Educ. Ass’n, No. 20-1174, __F.3d__, 2021 WL 1546129 (6th Cir. Apr. 20, 2021), the Sixth Circuit considered whether retirement healthcare…

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D.C. Circuit: Pension Benefit Guaranty Corporation Has Discretion to Deny Pre-NOIT Lumpsum Distributions

Fisher v. Pension Benefit Guar. Corp., No. 20-7063, __F.3d__, 2021 WL 1538234 (D.C. Cir. Apr. 20, 2021) (Before Rogers and Katsas, Circuit Judges, and Sentelle, Senior Circuit Judge). Appellant Joseph…

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