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Supreme Court Rules on Equitable Defenses to Reimbursement Claim by Employee Health Plan

Executive Summary: Reimbursement claim brought under ERISA sec. 502(a)(3) was akin to “equitable lien by agreement,” and therefore could not be defeated by equitable defenses that contradicted plan terms. ...more

4/22/2013 - Equitable Lien ERISA Make-Whole Premium Reimbursements SCOTUS

Creditors Can Reach Benefits under "Top Hat" Plan, United States District Court of Maryland Rules

Executive Summary: ERISA “top hat” plan’s anti-alienation provision does not trump state garnishment laws. A familiar feature of ERISA is its protection of a participant’s retirement savings from creditors; ERISA...more

4/17/2013 - Anti-Alienation Provisions Creditors Deferred Compensation ERISA Garnishment Preemption Retirement

ERISA Does Not Preempt State Court Order Requiring Beneficiary to Renounce Right to Employee’s Plan Benefits, Fourth Circuit Rules

The scenario is not difficult to imagine: An employee designates her spouse as the primary beneficiary under her employer’s life insurance and retirement benefit plans. Years later, the couple divorces, and in the marital...more

3/20/2013 - Beneficiary Designations Divorce Employee Benefits ERISA Estate Planning Preemption

The Fourth Circuit Opens the Door to Extrinsic Evidence in Considering a Claim for Employee Benefits

Executive Summary: The Fourth Circuit expands the scope of admissible evidence in an ERISA employee benefits case. The very first principle applied in a lawsuit for benefits from an ERISA-governed employee benefit plan...more

3/15/2013 - Abuse of Discretion Employee Benefits ERISA Extrinsic Evidence Helton v AT&T Pension Benefit Plan Plan Administrators

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