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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…
ERISA “Any Occupation” Standard Defeats MS Claimant: N.D. Illinois Court Upholds Unum’s Long-Term Disability Denial on De Novo Review
In Scorzo v. Unum Life Insurance Company of America, No. 23-cv-3836, 2026 WL 2070002 (N.D. Ill. July 17, 2026), United States District Judge Jeffrey I. Cummings granted judgment to Unum…
Seventh Circuit Affirms That ESOP Fiduciaries Did Not Breach Their Duties or Engage in a Prohibited Transaction in Approving the Sale of an ESOP-Owned Company
In Rush v. GreatBanc Trust Co., No. 25-1736, --- F.4th ----, 2026 WL 2071139 (7th Cir. July 17, 2026), the Seventh Circuit affirmed a defense judgment entered after a three-week…
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