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
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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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…
ERISA Long-Term Disability Denial Upheld: Eighth Circuit Affirms Unum Termination Where Treating Doctor’s Own Records Supported Sedentary Work
In Halloran v. Unum Life Insurance Company of America, No. 25-2550, — F.4th —, 2026 WL 2545315 (8th Cir. Aug. 28, 2026), a panel of Chief Judge Colloton and Circuit Judges Gruender and Kobes, with Judge Kobes writing, affirmed…
Fifth Circuit Affirms Summary Judgment for MetLife on De Novo Review, Holding LTD Claimant Was Not Totally Disabled and Declining to Resolve Choice-of-Law Dispute Over Dueling State Bans on Delegation Clauses
In Grice v. Metropolitan Life Insurance Company, No. 25-50566, 2026 WL 2519457 (5th Cir. Aug. 26, 2026), a per curiam opinion, the Fifth Circuit affirmed the district court’s grant of summary judgment to Metropolitan Life Insurance Company in this…
Eleventh Circuit Affirms Termination of Long-Term Disability Benefits Where Plan Vested Discretion and Insurer Relied on Multiple Medical and Vocational Reviews
In Dunn v. Life Insurance Company of North America, No. 25-12108, 2026 WL 2529506 (11th Cir. Aug. 27, 2026), the Eleventh Circuit affirmed the district court’s grant of judgment on the administrative record to Life Insurance Company of North…
Third Circuit Vacates Dismissal of Hospitals’ ERISA Underpayment Claims Under MRC-1 and MRC-2 Plans, Affirms Dismissal of R&C and Fiduciary-Duty Claims
In Hudson Hospital OPCO, LLC v. Cigna Health and Life Insurance Company, No. 24-2830, 2026 WL 2511311 (3d Cir. Aug. 26, 2026), three New Jersey hospitals—Christ Hospital, Bayonne Medical Center, and Hoboken University Medical Center (the “Hospitals”)—brought ERISA claims…
Seventh Circuit Holds ERISA Does Not Preempt Arkansas Rule 128’s Pharmacy Dispensing Fee Requirement or Its Incidental Reporting Requirement
Central States, Southeast and Southwest Areas Health and Welfare Fund v. McClain, No. 25-2727, — F.4th —-, 2026 WL 2510865 (7th Cir. Aug. 26, 2026) (Before: Hamilton, Kirsch, and Kolar, Circuit Judges).
Arkansas Insurance Department Rule 128 protects pharmacies…
An ERISA Plaintiff Tries to Leave the Forum She Chose: S.D. Fla. Says Yes, but at a Cost
In Bennett v. Hartford Life and Accident Insurance Company, No. 25-CV-21039-RAR, 2026 WL 2450695 (S.D. Fla. Aug. 21, 2026), United States District Judge Rodolfo A. Ruiz II granted in part Plaintiff’s motion to transfer or, in the alternative, dismiss…