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AARP Foundation Legal Advocacy

Docket: Employee Benefits

    

Case Name: Abbott v. Lockheed Martin

Court: U.S. Ct. App. 7th Cir.   Docket: 12-3736

Read Summary AARP's Amicus Brief (PDF)

Case Result: In class action, court should have certified class rising from claim of imprudent management of a defined contribution plan caused by choosing a stable value fund whose mix of investments did not permit the fund to outpace inflation and therefore could not serve as a prudent retirement investment.

Case Name: David v. Alphin

Court: U.S. Ct. App. 4th Cir.    Docket: 11-2181

Read Summary AARP's Amicus Brief (PDF)

Case Result: Plan participants lacked standing to assert imprudent investment claims against the defined benefit pension plan because they had not suffered a direct monetary injury caused by losses from the plan's investments.

Case Name: Kopp v. Klein

Court: U.S. Ct. App. 5th Cir.    Docket: 12-10416

Read AARP's Amicus Brief (PDF)

Case Issue: In an ERISA breach of fiduciary duty suit, does the presumption of prudence as to the offering of employer stock in an eligible Individual Account Plan apply at the pleading stage?

Case Name: Leimkuehler v. American United Life Ins.

Court: U.S. Dist. Ct. S. Ind.    Docket: 1:10-CV-333-JMS-TAB

Read AARP's Amicus Brief (PDF)

Case Issue: Should court award attorney's fees to prevailing defendant in suit by plan trustee for breach of fiduciary duty by plan administrator for failing to disclose receipt of revenue sharing payments from mutual funds and that its fund class selection decisions were influenced by amount of revenue sharing payable to fiduciary by fund?

Case Name: Waldbuesser (formerly Grabek) v. Northrop Grumman Corp.

Court: U.S. Dist. Ct. CD Cal.    Docket: 06-cv-06213-R CJC

Read Summary

Case Issue: Did employer violate its ERISA fiduciary duties by permitting participants of its 401(k) Plan and its Employer Stock Plan to be charged excessive plan administration fees?

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?

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Search Legal Advocacy

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.