In Haldeman v. Mass General Brigham Inc., No. 25-cv-10331-ADB, 2026 WL 2687259 (D. Mass. Sept. 14, 2026), a federal court in Massachusetts awarded a $5,000 statutory penalty against an ERISA plan administrator that took 230 days to provide plan
Roberts Disability Law
Roberts Disability Law is a Bay Area law firm that represents California employees and insureds in disputes under the Employee Retirement Income Security Act (ERISA). The firm is particularly focused on claims for disability and life insurance benefits. Roberts Disability Law represents its clients in all stages of an insurance claim, including assistance with filing a claim, submitting a pre-litigation appeal, filing a lawsuit in federal district court, and filing an appeal in the Courts of Appeals. Roberts Disability Law is proud to be a woman- and minority-owned law firm.
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ERISA Fiduciary Status and Medical Advisory Physicians: New Jersey Court Dismisses Breach Claims Against NFL Disability Plan Doctors
In Glaud v. NFL Player Disability and Survivor Benefit Plan, No. 25-cv-15373-ESK-EAH, 2026 WL 2664386 (D.N.J. Sept. 10, 2026), United States District Judge Edward S. Kiel dismissed with prejudice two ERISA breach-of-fiduciary-duty claims against the physicians who reviewed a…
Can ERISA Claimants Sue Anonymously? A Court’s Measured Answer in a Mental Health Treatment Denial Case
In J.W. v. Quantum Health, Inc., 2026 WL 2654147 (S.D. Ohio Sept. 9, 2026), United States Magistrate Judge Kimberly A. Jolson confronted a question that ERISA claimants pursuing mental health benefits increasingly face: whether they can litigate a denied…
Federal Reserve Disability Plan Falls Outside ERISA, But Court Applies ERISA-Style Review to Reverse Denial of Long-Term Disability Benefits
In Taylor v. Long Term Disability Income Plan for Employees of the Federal Reserve System, 2026 WL 2607035 (S.D.N.Y. Sept. 3, 2026), United States District Judge Louis L. Stanton denied the defendants’ motion for judgment on the administrative record…
ERISA Long-Term Disability Denial Reversed: Utah Court Remands Equitable’s Termination for Ignoring Evidence of Claimant’s Mental Condition
In Pickering v. Equitable Financial Life Insurance Company of America, 2026 WL 2606603 (D. Utah Sept. 3, 2026), United States District Judge Tena Campbell resolved cross-motions for summary judgment in an ERISA action challenging the termination of long-term disability…
California Court Denies ERISA Disability Benefits Despite Undisputed Tinnitus and Depression Diagnoses
In Camp v. Lincoln National Life Insurance Company, No. 25-cv-06199-AMO, 2026 WL 2608200 (N.D. Cal. Sept. 3, 2026), Judge Araceli Martínez-Olguín of the United States District Court for the Northern District of California denied Plaintiff’s motion for judgment and…
Eleventh Circuit Holds Aetna Did Not Act Arbitrarily and Capriciously in Terminating Disability Benefits After Claimant Failed to Provide Proof of Income Over Seven Requests
In Pankey v. Aetna Life Insurance Company, No. 25-11338, 2026 WL 2606845 (11th Cir. Sept. 3, 2026), a per curiam opinion, the Eleventh Circuit affirmed the district court’s grant of summary judgment to Aetna Life Insurance Company, upholding the…
When an ERISA Beneficiary Change by Phone Call Fails: N.D. Alabama Enforces the Plan’s Written-Designation Requirement and Voids a Bigamous Marriage
In Metropolitan Life Insurance Company v. Williams, No. 4:24-cv-00357-CLM, 2026 WL 2569485 (N.D. Ala. Aug. 31, 2026), an ERISA interpleader case over a General Motors life insurance policy, District Judge Corey L. Maze held that a participant’s attempt to…
When ERISA’s Venue Rules Send Your Case Somewhere Else: Two District Courts Transfer ERISA Claims Away From the Plaintiff’s Chosen Forum
Two district courts issued ERISA venue rulings within a day of each other, and both moved the case out of the forum the plaintiff picked. In Andersen v. Medical Solutions, L.L.C., 2026 WL 2574368 (S.D. Cal. Aug. 31, 2026),…
Ninth Circuit Holds Substantial Compliance Doctrine Applies to ERISA Benefit Elections, Not Just Beneficiary Designations, and Reverses Dismissal of Dying Participant’s Pension Claim
In Liu v. Kaiser Permanente Employees Pension Plan for the Permanente Medical Group, Inc., No. 24-4303, — F.4th —-, 2026 WL 2562029 (9th Cir. Aug. 31, 2026) (Before: Paez, Bea, and Forrest, Circuit Judges), the Ninth Circuit reversed the…