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ERISA Litigation Advisor

News and Insights on the latest ERISA litigation trends for employers

Topics

401(k)

Supreme Court Clarifies ERISA Prohibited Transaction Pleading StandardsEvonik Corporation Beats 401(k) Plan Challenge with Evidence of Rigorous Fiduciary ProcessConflicting Decisions Foreshadow Upcoming Disputes in ERISA 401(K) Forfeiture Class Actions

403(b)

SDNY Denies Leave to Amend ERISA Complaint with “Substantively the Same Defects” as Dismissed ComplaintSupreme Court Struggles to Apply “Twiqbal” in Retirement Plan Fee CasesSecond Circuit Revives Share-Class Claim in NYU Retirement Plan Class Action

502(a)(3)

SCOTUS Declines Review of Fourth Circuit ERISA Surcharge Ruling

Arbitration Clause

Second Circuit Weighs in Against ERISA ArbitrationThird Circuit Rejects Mandatory Arbitration Clause in ESOP

Butch Lewis Emergency Pension Plan Relief Act

Butch Lewis Brings No Good News for Contributing Employers

Circuit split

Supreme Court Clarifies ERISA Prohibited Transaction Pleading StandardsSecond Circuit Weighs in Against ERISA ArbitrationSCOTUS Declines Review of Fourth Circuit ERISA Surcharge Ruling

Claim for Benefits

Fifth Circuit: Remand to Determine Disability was Not a “Second Bite at the Apple” for InsurerDeferential Review Determinative in Severance SpatAllegedly Misclassified Independent Contractor Cannot Sue Under ERISA

Class Action Waiver

Third Circuit Rejects Mandatory Arbitration Clause in ESOP

COBRA

COBRA Notice Litigation: Cases Are Mushrooming and Settlements Are, Too

Consolidated Appropriations Act

Ads Related to Health Plan Fees Raise Questions on the Next Excessive Fee Suit Targets

Cybersecurity

Federal Court Enforces DOL Subpoena Seeking Information about ERISA Plan Service Provider’s Cybersecurity Program and Incidents with ERISA Plan Clients

Defined Benefit

U.S. Bancorp Defeats Class Certification in Challenge to Early Retirement BenefitsAbout That Pension Check… A Miscalculation Case With Broader ImplicationsSupreme Court: Plaintiffs Who Suffered No Injury Lack Standing to Sue under ERISA

Defined Contribution Plan

Class Action Alleges “Scheme” by TIAA and Morningstar to Drive Participants into TIAA’s Most Profitable FundsFifth Circuit Remands ESG Rule in First ERISA Test Case Post-ChevronEvonik Corporation Beats 401(k) Plan Challenge with Evidence of Rigorous Fiduciary Process

Employee Stock Ownership Plan (ESOP)

Second Circuit Weighs in Against ERISA ArbitrationThird Circuit Rejects Mandatory Arbitration Clause in ESOPSeventh Circuit Revives State Law Claims Against Executives Acting As “Dual-Hat” Fiduciaries

ERISA

Supreme Court Clarifies ERISA Prohibited Transaction Pleading StandardsTobacco Surcharge Litigation Flares UpJohnson & Johnson Case Sparks Concerns Over Future Excessive Health Fee Litigation

fiduciary

Tobacco Surcharge Litigation Flares UpJohnson & Johnson Case Sparks Concerns Over Future Excessive Health Fee LitigationClass Action Alleges “Scheme” by TIAA and Morningstar to Drive Participants into TIAA’s Most Profitable Funds

Group Health Plan

Tobacco Surcharge Litigation Flares UpJohnson & Johnson Case Sparks Concerns Over Future Excessive Health Fee LitigationAds Related to Health Plan Fees Raise Questions on the Next Excessive Fee Suit Targets

Independent Contractor

Allegedly Misclassified Independent Contractor Cannot Sue Under ERISA

M&A

Don’t White-Knuckle Withdrawal Liability

Multiemployer benefit funds

Successor Liability Claims Found Insufficient to Establish Federal Question Jurisdiction

Multiemployer Pension Plan Amendments Act of 1980

Don’t White-Knuckle Withdrawal Liability‘Segal Blend’ Withdrawal Liability Calculation Violates ERISA, Court Holds in Milestone DecisionThird Circuit Upholds Withdrawal Liability Arbitral Award Under MPPAA’s Evade or Avoid Provision

Multiemployer Pension Plans

Rehearing Requested on Second Circuit Decision Requiring Plan Participants to End Employment Before Seeking Retirement BenefitsDon’t White-Knuckle Withdrawal LiabilityPlan Terms and Tax Rules: What Does “Retire” Mean To Qualify for Retirement Benefits?

No Surprises Act

AMA and AHA Seek to Enjoin Certain Provisions of the No Surprises Act’s Implementing Rule

proprietary

Fourth Circuit Affirms Aon’s Trial Victory in Investment Suit

Self-interest

Fourth Circuit Affirms Aon’s Trial Victory in Investment Suit

Successor Liability

Don’t White-Knuckle Withdrawal LiabilitySuccessor Liability Claims Found Insufficient to Establish Federal Question Jurisdiction

Summary plan descriptions

Eleventh Circuit Highlights Importance of Unambiguous Disclaimers in SPDs

Supreme Court

Supreme Court Clarifies ERISA Prohibited Transaction Pleading StandardsWhere Does the End of Chevron Deference Leave ERISA?Novel ERISA Preemption Questions Presented by U.S. Supreme Court’s Dobbs Decision

Surcharge

Tobacco Surcharge Litigation Flares UpSCOTUS Declines Review of Fourth Circuit ERISA Surcharge Ruling

Termination of Benefits

Eleventh Circuit Highlights Importance of Unambiguous Disclaimers in SPDs

Uncategorized

DOL, Recordkeeper Square Off in Confidentiality DisputesPlaintiffs’ Bar Shows Renewed Interest in COBRA Notice Litigation

Withdrawal Liability

Don’t White-Knuckle Withdrawal LiabilityThird Circuit Upholds Withdrawal Liability Arbitral Award Under MPPAA’s Evade or Avoid ProvisionButch Lewis Brings No Good News for Contributing Employers
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Complex regulatory mandates, coupled with an aggressive plaintiffs’ bar, render ERISA and benefits-related litigation a “bet the company” concern for businesses nationwide. Despite an employer’s or plan administrator’s best efforts to comply with the law and mitigate risk, costly and time-consuming benefits litigation often ensues.

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  • Stacey C.S. Cerrone

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Recent Upates

  • Supreme Court Clarifies ERISA Prohibited Transaction Pleading Standards
  • Tobacco Surcharge Litigation Flares Up
  • Johnson & Johnson Case Sparks Concerns Over Future Excessive Health Fee Litigation
  • Class Action Alleges “Scheme” by TIAA and Morningstar to Drive Participants into TIAA’s Most Profitable Funds
  • Fifth Circuit Remands ESG Rule in First ERISA Test Case Post-Chevron

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