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Massachusetts Court Upholds Sun Life’s ERISA Disability Denial Under the Deferential Abuse-of-Discretion Standard

Massachusetts Court Upholds Sun Life’s ERISA Disability Denial Under the Deferential Abuse-of-Discretion Standard

In Sargent v. Sun Life Assurance Company of Canada, No. 24-11500-BEM, 2026 WL 1506531 (D. Mass. May 29, 2026), the United States District Court for the District of Massachusetts granted…

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Texas Court Upholds Unum’s Denial of ERISA Disability Benefits for Engineer with Syncope

In King v. Unum Life Insurance Company of America, No. H-25-1850, 2026 WL 1494238 (S.D. Tex. May 28, 2026), the United States District Court for the Southern District of Texas…

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Seventh Circuit Affirms Central States’ Authority to Expel a Single Bargaining Unit and Holds Withdrawal-Date Counterclaim Must Be Arbitrated

In Penske Truck Leasing, L.P. v. Central States, Southeast & Southwest Areas Pension Plan, No. 25-1738, No. 25-1872, --- F.4th ----, 2026 WL 1502200 (7th Cir. May 29, 2026), the…

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Eighth Circuit Upholds AD&D Denial, Holding Home Dialysis Treatment Contributed to Insured’s Death Within the Plan’s Illness-Treatment Exclusion

In Kleinsteuber v. Metropolitan Life Insurance Company, --- F.4th ----, 2026 WL 1502873 (8th Cir. May 29, 2026), the Eighth Circuit affirmed summary judgment for Metropolitan Life Insurance Company (“MetLife”),…

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When a Life Insurance Policy Falls Outside ERISA: Texas District Court Applies the Sole-Owner Exception and Resolves Beneficiary Dispute Under State Law

In Principal Life Insurance Co. v. Jones, No. 3:25-cv-00221, 2026 WL 1480286 (S.D. Tex. May 27, 2026), Magistrate Judge Andrew M. Edison recommended that summary judgment be granted to the…

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When an ERISA Judgment Becomes Uncollectable: Fourth Circuit Holds That Voluntary Dismissal of Alleged Alter Ego Forecloses Later Suit to Pierce Corporate Veil

In Messer v. Garrison Investment Group, LP, --- F.4th ----, 2026 WL 1465139 (4th Cir. May 26, 2026), the Fourth Circuit affirmed the dismissal of a class action in which…

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