Fourth Circuit Affirms Denial of Benefits and Rejects Fiduciary Claim Against Recordkeeper, But Holds Administrative Services Agreement Is a Disclosable Plan Document Under ERISA
Fourth Circuit Affirms Denial of Benefits and Rejects Fiduciary Claim Against Recordkeeper, But Holds Administrative Services Agreement Is a Disclosable Plan Document Under ERISA
In Kelly v. Altria Client Services, LLC, --- F.4th ----, 2026 WL 2293854 (4th Cir. Aug. 10, 2026), Plaintiff sought to liquidate his 401(k) account in Altria’s Deferred Profit-Sharing Plan…
Sixth Circuit Affirms Denial of Preliminary Injunction, Holding That Termination of Disability and Life-Insurance Benefits Does Not Constitute Irreparable Harm
In Tascarella v. Aptiv US General Services Partnership, No. 26-3101, 2026 WL 2243787 (6th Cir. Aug. 4, 2026), the Sixth Circuit affirmed the denial of a preliminary injunction sought by…
Prove You Mailed It: Northern District of Illinois Dismisses ERISA Disability Suit for Failure to Exhaust After Claimant Cannot Establish He Sent His Appeal
In Stempel v. Unum Life Insurance Company of America, No. 24 C 6077, 2026 WL 2241244 (N.D. Ill. Aug. 4, 2026), United States District Judge John F. Kness granted judgment…
N.D. Cal. Reinstates ERISA Disability Benefits Despite Normal Cognitive Test Scores
In O’Connor v. Metropolitan Life Insurance Company, No. 4:24-cv-08723-YGR, 2026 WL 2220173 (N.D. Cal. July 29, 2026), Chief United States District Judge Yvonne Gonzalez Rogers granted Plaintiff’s motion for judgment…
Ninth Circuit Vacates Class Certification in 401(k) Fee Case, Holding District Court Failed to Rigorously Analyze Typicality and Adequate Representation While Affirming Plaintiffs’ Standing
In Munoz v. Alorica, Inc., No. 25-7359, 2026 WL 2199195 (9th Cir. July 30, 2026), former participants in the Alorica 401(K) Retirement Plan brought this action under ERISA on behalf…
Ninth Circuit Holds ERISA Plan’s Representative-Action Waiver Unenforceable Under Effective-Vindication Doctrine, Affirming Denial of Motion to Compel Arbitration
In Pover v. Capital Group Companies, Inc., --- F.4th ----, No. 24-5298, 2026 WL 2196257 (9th Cir. July 30, 2026), Plaintiff sued her former employer, The Capital Group Companies, Inc.,…
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