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AARP Foundation Legal Advocacy

Docket: Employee Benefits

    

Case Name: Rollins v. Dignity Health

Court: U.S. Ct. App. 9th Cir.  Docket: 15-15351

Read Summary and AARP's Amicus Brief (PDF)

Case Result: A pension plan is not eligible for the federal pension law's exemption as a church plan unless the church (or a convention or association of churches) actually established the plan and is, thus, covered by the Employee Retirement Income Security Act (ERISA).

Case Name: Romero v. Allstate Ins. Co.

Court: U.S. Dist. Ct. Pa.    Docket: 2:01-cv-03894-RB

Read Summary

Case Issue: Did employer violate ERISA's prohibition against reducing pension benefits by phasing out early retirement benefits and changing the eligibility requirements for these benefits?

Case Name: Stapleton v. Advocate Healthcare Network

Court: U.S. Ct. App. 7th Cir.    Docket: 15-1368

Read Summary and AARP's Amicus Brief (PDF)

Case Result: A health-care company cannot treat its pension plan as a church plan exempt from ERISA's requirements because a church did not initially establish the plan.

Case Name: Tatum v. RJR Pension Investment Comm.

Court: U.S. Ct. App. 4th Cir.    Docket: 13-1360

Read Summary AARP's Amicus Brief (PDF)

Case Result: An employer stock plan fiduciary could be liable for selling off the stock of a subsidiary unless a prudent fiduciary "would have" made the same decision as these fiduciaries.

Case Name: Thole v. U.S. Bank

Court: U.S. Ct. App. 8th Cir.  Docket: 16-1928

Read AARP's Amicus Brief (PDF)

Case Issue: Can plan participants sue their retirement plan administrator for breaching fiduciary duties, even if the participants did not directly lose money because of the breach?

Case Name: Tibble v. Edison International

Court: U.S. Supreme Court    Docket: 13-550

Read Summary and AARP's Amicus Brief (PDF)

Case Result: The Supreme Court unanimously held that trust law requires fiduciaries to conduct regular reviews of their investments. And, under ERISA's statute of limitations the fiduciaries can only be liable for losses occurring within 6 years of the claim.

Case Name: Tibble v. Edison International

Court: U.S. Ct. App. 9th Cir.    Docket: 10-56406, 10-56415

Read AARP's Amicus Brief (PDF)

Case Issue: Does a defined contribution 401(k) plan's use of retail class mutual fund shares raise a presumption of fiducairy imprudence?

Case Name: Tussey v. ABB

Court: U.S. Ct. App. 8th Cir.    Docket: 15-2792

Read Summary and AARP's Amicus Brief (PDF)

Case Issue: What investment is the proper comparator to determine damages when fiduciaries have breached their duties of loyalty and prudence?

Case Name: Tussey v. ABB

Court: U.S. Ct. App. 8th Cir.    Docket: 12-2056, 12-2060, 12-3794, 12-3875

Read AARP's Amicus Brief (PDF)

Case Result: It was a breach of ERISA fiduciary duty for fiduciary's failure to negotiate lower investment fees in a 401(k) plan.

Case Name: Whitley v. BP Oil

Court: U.S. Ct. App. 5th Cir.     Docket: 15-20282

Read Summary and AARP's Amicus Brief (PDF)

Case Result: The fifth circuit held that, because the actions that workers alleged that BP executives could have taken - disclosing the inside information and freezing trades of BP stock - were not adequate alternatives to continuing to hold the BP stock in question, the complaint should be dismissed.

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Find
Legal Cases

Find cases in which AFL has advocated in courts nationwide for the rights of older persons, and filed AARP’s amicus curiae (“friend of the court”) briefs that help courts decide precedent-setting cases. The cases within the drop-down categories below are in alphabetical order for ease of searching.

Strengthening Law and Policy through
Legal Advocacy

Our legal advocacy initiatives  - conducted by AARP Foundation Litigation (AFL) - reflect more than 15 years of work in federal and state courts across the country. Through our efforts, we support the Foundation’s four impact areas: Tackling Senior Hunger, Paving the Way to Stable Income, assuring the adequacy and availability of Safe and Afffordable Housing and Reconnecting People to Families and Communities, and ensure that those 50 and older have a voice in the laws and policies that affect their daily lives.