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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.,…
Roberts Disability Law Defeats Unum’s Attempt to Move ERISA Disability Case: Court Keeps Long-Term Disability Claim in Plaintiff’s Chosen Forum
Roberts Disability Law, P.C. secured a procedural win for its client in Goldman v. Unum Life Insurance Company of America, No. 3:26-cv-01022-LJC, ---F.Supp.3d----, 2026 WL 2184768 (N.D. Cal. July 21,…
Ninth Circuit Affirms Knowing and Voluntary Waiver of 401(k) Claims but Reverses Summary Judgment on Pension Plan Claims After Finding Triable Issue as to Whether Eligibility Amendment Was Backdated
In Raya v. Barka, No. 25-2394, __ F.4th __, 2026 WL 2168772 (9th Cir. July 28, 2026), Plaintiff sued his former employer, Calbiotech, Inc., several individual defendants, and Calbiotech’s 401(k)…
ERISA Reaches Overseas: Court Holds ERISA Preempts State-Law Benefit Claims by Foreign Workers Injured Abroad
Ajeti v. Life Insurance Company of North America, No. 26-3249, 2026 WL 2150163 (E.D. Pa. July 27, 2026), addresses whether ERISA governs, and preempts, state-law claims brought by foreign nationals…
Seventh Circuit Affirms Denial of Survivor Benefits Where Power of Attorney Lacked Express Authority to Waive Spousal Annuity Rights Under ERISA
In Havlik v. University of Chicago, No. 25-2821, --- F.4th ----, 2026 WL 2084784 (7th Cir. July 20, 2026), a suit for ERISA benefits, the Seventh Circuit affirmed summary judgment…
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