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Fifth Circuit Affirms Insured Substantially Complied with Life Insurance Policy’s Change-of-Beneficiary Requirements

Fifth Circuit Affirms Insured Substantially Complied with Life Insurance Policy’s Change-of-Beneficiary Requirements

In Morgan, et al. v. Barrera, et al., No. 21-20497, 2025 WL 1157549 (5th Cir. Apr. 21, 2025), a dispute over life insurance benefits under an ERISA-governed plan, the Fifth…

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U.S. Supreme Court Holds Unanimously that ERISA Plaintiffs Need Only Plausibly Allege Elements of Prohibited-Transaction Claim Without Addressing Affirmative Defenses

In Cunningham v. Cornell Univ., No. 23-1007, ---S.Ct.----, 2025 WL 1128943 (U.S. Apr. 17, 2025), the U.S. Supreme Court addressed the pleading standards for claims under the Employee Retirement Income…

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District Court Upholds Unum’s Denial of LTD Benefits Highlighting Evidentiary Requirements in Subjective Symptom ERISA Claims

In Stickley v. Unum Life Insurance Company of America, No. 3:24-CV-05364-TMC, 2025 WL 1094346 (W.D. Wash. Apr. 10, 2025), Washington Western District Judge Tiffany M. Cartwright granted Unum's motion for judgment…

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District Court Grants Summary Judgment to Lincoln National, Rejecting Church Plan Exemption in ERISA Disability Benefits Dispute

In Peterson v. Lincoln Nat’l Life Ins. Co., No. 4:23-CV-40097-MRG, 2025 WL 1000689 (D. Mass. Mar. 31, 2025), an action alleging state law claims to recover long-term disability benefits, Massachusetts…

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Fifth Circuit Upholds MetLife’s Termination of Long-Term Disability Benefits

In Stout v. Smith Int’l, Inc., No. 24-30571, 2025 WL 1029503 (5th Cir. Apr. 7, 2025), a dispute involving a claimant's continued eligibility for long-term disability ("LTD") benefits under a…

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Second Circuit Decides Decade-long Dispute Over Colgate-Palmolive’s Calculation of Retirement Benefits

In McCutcheon, et al. v. Colgate-Palmolive Co., et al., No. 24-1419, 2025 WL 1009539 (2d Cir. Apr. 4, 2025) (Before: Sack, Robinson, Pérez, Circuit Judges), the Second Circuit Court of…

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