Stacey Cerrone
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In a case of first impression, the Ninth Circuit overturned 35 years of precedent and ruled that ERISA class action claims brought on behalf of an ERISA plan are subject to individual arbitration. The Court also enforced the arbitration agreement’s class action waiver and sent plaintiff’s putative ERISA class action to individual arbitration with relief … Continue Reading
Over the past several years, the ERISA plaintiffs’ bar has targeted university-sponsored 403(b) plans, arguing that the plan fiduciaries breached their fiduciary duties and engaged in prohibited transactions in connection with offering certain investment options and the administrative fees associated with such plans. Among other things, they have argued that the plan fiduciaries offered too … Continue Reading
The United States Supreme Court unanimously ruled in favor of religiously-affiliated hospitals and healthcare organizations in holding that a pension plan need not be established by a church in order to qualify for ERISA’s church plan exemption. Petitioners are religiously affiliated non-profit healthcare organizations appealing decisions by the Third, Seventh, and Ninth Circuit Courts of Appeal … Continue Reading
A federal district court in Michigan dismissed a breach-of-contract suit against General Motors over a $450 million payment for retiree medical benefits. Int’l Union, UAW v. Gen. Motors, LLC, No. 10-11366, 2013 U.S. Dist. LEXIS 173793 (E.D. Mich. Dec. 10, 2013). As part of a settlement agreement with the UAW in 2007, General Motors promised … Continue Reading
Under ERISA, plan participants and beneficiaries have the right to obtain information pertaining to their benefit entitlements and the operation of the plans in which they participate. Sometimes these rights compromise the protections of the attorney-client privilege. Under the fiduciary exception, “an employer acting in the capacity of ERISA fiduciary is disabled from asserting the … Continue Reading
Ninth Circuit Overturns Precedent and Sends ERISA Claims to Individual Arbitration
By Howard Shapiro, Myron Rumeld, Stacey Cerrone, John E. Roberts, Tulio Chirinos and Lindsey Chopin on Posted in Arbitration
Third Circuit Resuscitates Claims Against University 403(b) Plan Fiduciaries
By Myron Rumeld, Stacey Cerrone, Russell Hirschhorn and Kyle Hansen on Posted in 403(b) Plans
The United States Supreme Court Rules in Favor of Hospitals on “Church Plan” ERISA Exemption
By Howard Shapiro, Madeline Chimento Rea and Stacey Cerrone on Posted in ERISA Coverage, Supreme Court
Federal District Court Tosses $450 Million Retiree Health Care Suit Against GM
By Stacey Cerrone and Todd Mobley on Posted in Retiree Health Care Benefits
Are Your Conversations Privileged under ERISA?
By Stacey Cerrone on Posted in Articles, Attorney-Client Privilege/Attorney Work Product, Fiduciary
