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…
Fourth Circuit Finds ERISA Administrator Forfeits Deference by Missing Appeal Deadline
In Cogdell v. Reliance Standard Life Ins. Co., No. 24-1940, ---F.4th----, 2026 WL 588427 (4th Cir. Mar. 3, 2026), a published decision, the Fourth Circuit held that a plan administrator’s…
Fifth Circuit Affirms Abuse-of-Discretion Review and Denial of Change-of-Control Severance Benefits
In Miller v. Anadarko Petroleum Corporation Change of Control Severance Plan, No. 25-20113, 2026 WL 542628 (5th Cir. Feb. 26, 2026), the Fifth Circuit affirmed summary judgment in favor of…
District of Arizona Holds Reliance Standard Abused Its Discretion by Demanding Objective Proof of Chronic Fatigue and Failing to Evaluate the Record as a Whole
In Guy v. Reliance Standard Life Insurance Co., No. 2:24-CV-00293-JCG, 2026 WL 539534 (D. Ariz. Feb. 20, 2026), the U.S. District Court for the District of Arizona reversed Reliance’s denial…
Central District of California Affirms Termination of LTD Benefits After Expiration of 24-Month Mental Disorder Limitation
In Talley v. Provident Life and Accident Insurance Company, No. 8:24-CV-01860-FWS-DFM, 2026 WL 523704 (C.D. Cal. Feb. 25, 2026), the Central District of California, applying de novo review, upheld an…
Western District of Michigan Holds Insured Disabled from Own Occupation Due to Intractable Headaches but Not from Any Gainful Occupation
In Tobin v. Unum Life Insurance Company of America, No. 1:24-CV-1012, 2026 WL 508810 (W.D. Mich. Feb. 13, 2026), the Western District of Michigan, applying de novo review, held that…
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