When an ERISA Beneficiary Change by Phone Call Fails: N.D. Alabama Enforces the Plan’s Written-Designation Requirement and Voids a Bigamous Marriage
When an ERISA Beneficiary Change by Phone Call Fails: N.D. Alabama Enforces the Plan’s Written-Designation Requirement and Voids a Bigamous Marriage
In Metropolitan Life Insurance Company v. Williams, No. 4:24-cv-00357-CLM, 2026 WL 2569485 (N.D. Ala. Aug. 31, 2026), an ERISA interpleader case over a General Motors life insurance policy, District Judge…
When ERISA’s Venue Rules Send Your Case Somewhere Else: Two District Courts Transfer ERISA Claims Away From the Plaintiff’s Chosen Forum
Two district courts issued ERISA venue rulings within a day of each other, and both moved the case out of the forum the plaintiff picked. In Andersen v. Medical Solutions,…
Ninth Circuit Holds Substantial Compliance Doctrine Applies to ERISA Benefit Elections, Not Just Beneficiary Designations, and Reverses Dismissal of Dying Participant’s Pension Claim
In Liu v. Kaiser Permanente Employees Pension Plan for the Permanente Medical Group, Inc., No. 24-4303, --- F.4th ----, 2026 WL 2562029 (9th Cir. Aug. 31, 2026) (Before: Paez, Bea,…
ERISA Long-Term Disability Denial Upheld: Eighth Circuit Affirms Unum Termination Where Treating Doctor’s Own Records Supported Sedentary Work
In Halloran v. Unum Life Insurance Company of America, No. 25-2550, --- F.4th ---, 2026 WL 2545315 (8th Cir. Aug. 28, 2026), a panel of Chief Judge Colloton and Circuit…
Fifth Circuit Affirms Summary Judgment for MetLife on De Novo Review, Holding LTD Claimant Was Not Totally Disabled and Declining to Resolve Choice-of-Law Dispute Over Dueling State Bans on Delegation Clauses
In Grice v. Metropolitan Life Insurance Company, No. 25-50566, 2026 WL 2519457 (5th Cir. Aug. 26, 2026), a per curiam opinion, the Fifth Circuit affirmed the district court's grant of…
Eleventh Circuit Affirms Termination of Long-Term Disability Benefits Where Plan Vested Discretion and Insurer Relied on Multiple Medical and Vocational Reviews
In Dunn v. Life Insurance Company of North America, No. 25-12108, 2026 WL 2529506 (11th Cir. Aug. 27, 2026), the Eleventh Circuit affirmed the district court's grant of judgment on…
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