Second Circuit Holds That ERISA Plan’s REMIC Regular-Interest Certificates Represent Beneficial Interests in Trust and Are Equity Interests Under DOL Plan-Asset Regulation; Remands for Consideration of Mortgage Servicer’s Fiduciary Status
Second Circuit Holds That ERISA Plan’s REMIC Regular-Interest Certificates Represent Beneficial Interests in Trust and Are Equity Interests Under DOL Plan-Asset Regulation; Remands for Consideration of Mortgage Servicer’s Fiduciary Status
In Powell as Trustee of United Food & Commercial Workers Union & Employers Midwest Pension Fund v. Ocwen Financial Corporation, --- F.4th ----, 2026 WL 1084825 (2d Cir. Apr. 22,…
Reliance Standard Properly Offset LTD Benefits by Lump-Sum Pension Despite IRA Rollover, Montana District Court Holds
In McLeod v. Reliance Standard Life Insurance Co., No. CV 22-87-BLG-SPW, 2026 WL 1133684 (D. Mont. Apr. 27, 2026), the United States District Court for the District of Montana adopted…
Provident Ordered to Pay LTD Benefits Back to 2009 After Bench Trial Excuses Brain Cancer Survivor’s 12-Year Late Notice
In Nabi v. Provident Life and Casualty Insurance Company, No. 1:23-CV-00844-HKS, 2026 WL 1132875 (W.D.N.Y. Apr. 27, 2026), the Western District of New York concluded after a bench trial that…
Second Circuit Affirms Denial of Post-Judgment Accounting and Discovery in Long-Running CIGNA Pension Plan Class Action
In Amara v. CIGNA Corp., No. 24-2913, 2026 WL 1113470 (2d Cir. Apr. 24, 2026), the Second Circuit affirmed the District of Connecticut’s denial of class plaintiffs’ motion for an…
How Do I Protect My ERISA Disability Claim During the Transition from Own Occupation to Any Occupation?
Summary Answer Most group LTD policies shift from an "own occupation" standard to an "any occupation" standard after 24 months, and insurers conduct an intensive review at this transition. Read…
When Disability Benefits and Disability Rights Collide: What ERISA Claimants Need to Know About the ADA
If you are receiving long-term disability (LTD) benefits through your employer's benefit plan, or if you have applied for those benefits after your employer refused to accommodate your disability, you…
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