EBIA Weekly Archives - 401(k) - Court Cases
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Results (333 articles found)
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- No Deference to Plan's Decision When Discretionary Authority Given in SPD But Not in Plan Document
- From the April 29, 2010 EBIA Weekly
- The participant in this case was denied benefits under her employer’s LTD plan and sued the plan’s insurer. The trial court applied an abuse of discretion standard—which requires a court to defer to the ...
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- Deferential Standard of Review Continues to Apply After Plan Administrator's Initial Interpretation Ruled Unreasonable
- From the April 22, 2010 EBIA Weekly
- In this decision, the U.S. Supreme Court held that the deferential standard of review that generally applies (assuming appropriate plan language) when a court reviews a plan administrator’s interpretation of plan terms also applies to the plan ...
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- Supreme Court Adopts Standard for Determining Whether a Mutual Fund Investment Advisor Received Excessive Fees
- From the April 15, 2010 EBIA Weekly
- In this case, the U.S. Supreme Court adopts a standard for determining whether an investment advisor has breached its fiduciary duty under the Investment Company Act of 1940 (the Act) with respect to the advisory fees it receives from ...
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- Administrative Law Judge Upholds Assessment of $86,500 in Penalties for Plan's Failure to File Complete Form 5500
- From the January 28, 2010 EBIA Weekly
- This DOL administrative law judge decision involves a 401(k) plan that was assessed an $86,500 penalty after it failed to include an acceptable accountant’s report with its Form 5500 for the 2004 plan year. After repeatedly ...
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- State Courts Have Jurisdiction to Determine Whether a Domestic Relations Order Is Qualified
- From the December 23, 2009 EBIA Weekly
- In this case, a participant’s former spouse (the alternate payee) sought to enforce a domestic relations order (DRO) that gave her one half of the participant’s pension benefits. The state trial court that initially heard her ...
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- Benefit Claim Survives Claimant's Failure to Exhaust Administrative Remedies Due to Insurer's Failure to Provide Requested Documents
- From the December 10, 2009 EBIA Weekly
- The insurer for the ERISA long-term disability plan in this case terminated a plan participant’s benefits (for failure to satisfy the applicable disability definition), providing a denial notice that cited the findings of medical and vocational experts ...
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- Eighth Circuit Sends Claims of Excessive Fees and Undisclosed Revenue Sharing Back to Trial Court
- From the December 03, 2009 EBIA Weekly
- In this closely watched case alleging, among other things, excessive fees charged on a large employer’s 401(k) plan investment funds, the Eighth Circuit overturned the trial court’s dismissal and remanded the case to the trial ...
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- Attorney's Letter Stating "Intention to Appeal" Was Not an Appeal
- From the November 19, 2009 EBIA Weekly
- The participant receiving long-term disability benefits in this case was notified by the insurer for her employer’s plan that benefits would be terminated because she was no longer disabled and that she had 180 days to appeal. ...
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- ERISA TPA That Is Not a Fiduciary Must Face State-Law Breach of Contract Claims by Plan Sponsor
- From the November 12, 2009 EBIA Weekly
- The employer in this case sued the former TPA of its two self-insured medical plans for claims processing errors that allegedly created millions of dollars in additional costs for the plans. Asking the court to enter judgment in its ...
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- Plan Administrator Cannot Consider Motivation for Participants' Divorces When Determining Status of QDRO
- From the October 22, 2009 EBIA Weekly
- In this case, a plan administrator sought to recover lump sum benefits that a pension plan paid pursuant to QDROs that the administrator claimed were the result of “sham” divorces. According to the administrator, the plan participants—...
