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AARP Foundation Legal Advocacy

Docket: Employee Benefits

    

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: Ruppert v. Principal Life Ins.

Court: U.S. Ct. App. 8th Cir.    Docket: 11-2554

Read AARP's Amicus Brief (PDF)

Case Results: The parties settled the case by resolving the individual claim through a payment to the individual plaintiff, and carving out the class issue in light of settlement. The Court of Appeals dismissed the class issue on jurisdictional grounds because the named plaintiff, having settled his claim, had no justiciable interest.

Case Name: Stapleton v. Advocate Healthcare Network

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

Read AARP's Amicus Brief (PDF)

Case Issue: Does the retirement plan for Advocate Healthcare Network meet the requirments for ERISA's church plan exemption?

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: 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: 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:  U.S. Airways v. McCutchen

Court: U.S. Supreme Court    Docket: 11-1285

Read Summary AARP's Amicus Brief (PDF)

Case Result: Where a plan's medical care reimbursement provision is clear and unambiguous a participant must reimburse the plan out of any recovery, regardless of equitable principles. However, if the plan is silent on the allocation of attorneys' fees, then the common fund doctrine can apply which would require the plan to pay its fair share of attorneys' fees. 

Case Name: Winnett v. Caterpillar, Inc.

Court: U.S. Ct. App. 6th Cir.     Docket: 11-5905/11-5906

Read Summary

Case Result: The claims of retirees' surviving spouses for continued medical care without cost are barred by the applicable 6-year statute of limitations.

Case Name: Winnett v. Caterpillar, Inc.

Court: U.S. Dist. Ct. MD Tenn.    Docket: 3:06-cv-00235

Case Result: A federal appeals court ruled that claims for lifetime no cost medical benefits must be dismissed because they were untimely.

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Legal Cases

Find the most recent 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.

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 priority areas: Hunger, Income, Housing and Isolation, and ensure that those 50 and older have a voice in the laws and policies that affect their daily lives.