Judge Woodlock of the United States District Court for the District of Massachusetts has issued a comprehensive 42 page summary judgment opinion concerning a challenge to the denial of benefits under an ERISA governed plan. The opinion, Kansky v. Aetna Life Insurance Company and Coca-Cola Enterprises, available on the court’s website at http://pacer.mad.uscourts.gov/dc/cgi-bin/recentops.pl?filename=woodlock/pdf/kansky%20may%201%202006.pdf, surveys a number of issues, ranging from conflict of interests and their impact on the standard of review to penalties for failing to produce requested plan documents. At its heart, however, is the issue of when a preexisting condition restriction in a plan can be invoked to deny benefits.
Full disclosure and self-congratulatory note: I represented all of the prevailing parties in the case.

Photo of Stephen Rosenberg Stephen Rosenberg

Stephen has practiced extensively in ERISA, insurance coverage/bad faith, and commercial litigation for nearly 30 years. He represents plan sponsors, plan fiduciaries, financial advisors, plan participants, company executives, third-party administrators, employers, and others in a broad range of ERISA disputes, including breach of…

Stephen has practiced extensively in ERISA, insurance coverage/bad faith, and commercial litigation for nearly 30 years. He represents plan sponsors, plan fiduciaries, financial advisors, plan participants, company executives, third-party administrators, employers, and others in a broad range of ERISA disputes, including breach of fiduciary duty, denial of benefits, Employee Stock Ownership Plan (ESOP), and deferred compensation matters.