×
Menu
Search
Home > Blog > Blog > Pension Plans

Second Circuit Holds That ERISA Plan’s REMIC Regular-Interest Certificates Represent Beneficial Interests in Trust and Are Equity Interests Under DOL Plan-Asset Regulation; Remands for Consideration of Mortgage Servicer’s Fiduciary Status

Second Circuit Holds That ERISA Plan’s REMIC Regular-Interest Certificates Represent Beneficial Interests in Trust and Are Equity Interests Under DOL Plan-Asset Regulation; Remands for Consideration of Mortgage Servicer’s Fiduciary Status

In Powell as Trustee of United Food & Commercial Workers Union & Employers Midwest Pension Fund v. Ocwen Financial Corporation, --- F.4th ----, 2026 WL 1084825 (2d Cir. Apr. 22,…

Read More

Second Circuit Affirms Denial of Post-Judgment Accounting and Discovery in Long-Running CIGNA Pension Plan Class Action

In Amara v. CIGNA Corp., No. 24-2913, 2026 WL 1113470 (2d Cir. Apr. 24, 2026), the Second Circuit affirmed the District of Connecticut’s denial of class plaintiffs’ motion for an…

Read More

Fourth Circuit Holds That Merrill Lynch’s WealthChoice Award Program Is an Excepted Bonus Payment Plan, Not an ERISA-Covered Employee Pension Benefit Plan

In Milligan v. Merrill Lynch, Pierce, Fenner & Smith, Inc., No. 25-1385, --- F.4th ----, 2026 WL 1041935 (4th Cir. Apr. 17, 2026), the Fourth Circuit affirmed a district court's…

Read More

Second Circuit Holds RMBS Trust Certificates—but Not Notes—Can Constitute ERISA Plan Assets

In Powell as Tr. of United Food & Com. Workers Union & Emps. Midwest Pension Fund v. Ocwen Fin. Corp., No. 23-999, ---F.4th----, 2026 WL 828159 (2d Cir. Mar. 26,…

Read More

Sixth Circuit Holds ERISA’s Actuarial Equivalence Requirement Bars Use of Unreasonably Outdated Mortality Assumptions

In Reichert v. Kellogg Co., No. 24-1442, ---F.4th----, 2026 WL 734673 (6th Cir. Mar. 16, 2026), the Sixth Circuit addressed an increasingly litigated issue in ERISA pension cases—whether defined benefit…

Read More

Fourth Circuit Holds ERISA § 502(a)(2) Claims in Defined Contribution Plans Are Individualized and Cannot Be Certified as Mandatory Classes

In Trauernicht v. Genworth Fin. Inc., No. 24-1880, ---F.4th----, 2026 WL 667917 (4th Cir. Mar. 10, 2026), the Fourth Circuit reversed a district court’s class certification order in an ERISA…

Read More

Get The Help You Need Today

Inner form image

LEAVE YOUR MESSAGE

Contact Us

We know how to get your insurance claim paid. Call today at:
(510) 230-2090

Close Popup