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ERISA

Aug 19, 2015

Second Circuit – Laurent v. PricewaterhouseCoopers

U.S. Court of Appeals for the Second Circuit ERISA Normal Retirement Age – Five Years of Service Laurent v. PricewaterhouseCoopers 14-1179 Judges Cabranes, Lynch and Droney Background: The former employees of the defendants sued the company and its retirement plan alleging violations of the Employee Retirement Income Security Act. The plan defines “normal retirement age” […]

Aug 13, 2015

Second Circuit – Rojas, et al. v. Cigna Health and Life Insurance Company

U.S. Court of Appeals for the Second Circuit ERISA Removing Doctors from Network – Standing Rojas, et al. v. Cigna Health and Life Insurance Company 14-3455 Judges Wesley and Lohier Background: The plaintiffs are two physicians and the practice they co-own. They commenced an action under section 502 of the Employee Retirement Income Security Act […]

Jul 27, 2015

Second Circuit – UFCW Local One Pension Fund v. Enivel Properties, LLC

U.S. Court of Appeals for the Second Circuit ERISA Commonly Controlled Business – Withdrawal Liability UFCW Local One Pension Fund v. Enivel Properties, LLC 14-3741-cv(L) Judges Wesley, Livingston and Chin Background: The plaintiffs commenced an action under the Employee Retirement Income Security Act seeking to recover withdrawal liability assessment of a business under common control […[...]

Dec 23, 2014

U.S. District Court, WDNY – ERISA: Gedek v. Perez, et al.

U.S. District Court, WDNY – ERISA – Fiduciary Duty – Prudent Investment – Declining Stock   Gedek v. Perez, et al. 12-cv-6051L; 12-cv-6056; 12-cv-6067L; 12-cv-6071L; 12-cv-6078L; 12-cv-6080L; 12-cv-6146L Judge Larimer   Background: The District Court consolidated seven cases as the plaintiffs were participants and beneficiaries of the Savings and Investment Plan of Eastm[...]

Nov 19, 2014

Second Circuit: Cent. States, Se. & Sw. Areas Health & Welfare Fund v. Gerber Life Ins. Co.

U.S. Court of Appeals for the Second Circuit – ERISA – Legal Claims – Appropriate Equitable Relief   Cent. States, Se. & Sw. Areas Health & Welfare Fund v. Gerber Life Ins. Co. 13-4834-cv Judges Calabresi, B.D. Parker and Lynch   Background: The claims at issue arose from injuries suffered by several students during scholastic athletic […]

Sep 24, 2014

Second Circuit: Mead v. Reliastar Life Insurance Company

U.S. Court of Appeals for the Second Circuit – ERISA – Appellate Jurisdiction   Mead v. Reliastar Life Insurance Company 11-192 Judges Winter and Hall   Background: The plaintiff suffers from degenerative cervical disc disease and sought long-term disability benefits, asserting that her disability prevented her from performing her occupation or any other. The insurance company [[...]

Aug 25, 2014

Second Circuit — ERISA: Silverman v. Teamsters Local 210 Affiliated Health and Insurance Fund

U.S. Court of Appeals for the Second Circuit ERISA State Breach-of-contract — Subject Matter Jurisdiction Silverman v. Teamsters Local 210 Affiliated Health and Insurance Fund 13-392 (L) Judges Jacobs, Calabresi and Pooler Background: The defendants appealed from a judgment awarding $2.5 million to the Union Mutual Medical Fund for unpaid ERISA plan contributions. Multiple collective […]

Aug 22, 2014

Second Circuit — ERISA: Wurtz v. Rawlings Co.

U.S. Court of Appeals for the Second Circuit ERISA New York General Obligations Law 5-335 — Preemption Wurtz v. Rawlings Co. 13-1695-cv Judges Walker, Cabranes and Parker Background: The plaintiffs sought to enjoin the defendant insurers under New York’s General Obligations Law from obtaining reimbursement of medical benefits from the plaintiffs’ tort settlements. The defendants […]

Jul 21, 2014

WDNY — ERISA: Anderson v. Xerox Corporation

U.S. District Court, WDNY ERISA Returning Employees — Lump-sum Distribution of Accrued Benefits Anderson v. Xerox Corporation 06-cv-6202L Judge Larimer Background: Current and former employees of the defendant commenced actions under the Employee Retirement Income Security Act. At issue for this plaintiff is the manner in which benefits have been calculated for employees who left Xerox’s [&he[...]

Jun 4, 2014

Second Circuit — ERISA: G. Kenneth Coulter, et al. v. Morgan Stanley & Co. Inc., et al.

U.S. Court of Appeals for the Second Circuit  ERISA Fiduciary Conduct — Fiduciary G. Kenneth Coulter, et al. v. Morgan Stanley & Co. Inc., et al. 13-2504-cv(L) Judges Wesley, Carney and Rakoff Background: The plaintiffs alleged various violations of the Employee Retirement Income Security Act relating to the decision to fund company contributions in company […]

May 7, 2014

Second Circuit — ERISA: Alcantara v. Bakery & Confectionery Union & Indus. Int’l Pension Fund

U.S. Court of Appeals for the Second Circuit  ERISA Retirement Benefits — Anti-cutback Rule Alcantara v. Bakery & Confectionery Union & Indus. Int’l Pension Fund 12-4834-cv(L) Judges Kearse, Jacobs and B.D. Parker Background: The district court held that the anti-cutback rule of the Employee Retirement Income Security Act precludes plan amendments that reduce retirement-type subsidie[...]

Apr 7, 2014

Supreme Court takes up ERISA fiduciary duty case

WASHINGTON — Seeking to resolve a rather lopsided circuit split, the justices of the U.S. Supreme Court seem poised to support a requirement that employees alleging breach of fiduciary duty overcome a pleading-stage presumption that employee stock plan fiduciaries acted with prudence. The case of Fifth Third Bancorp v. Dudenhoeffer, No. 12-751, comes from the […]

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