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Ninth Circuit: More Generous Eligibility Language in Plan Document Trumps Conflicting SPD Language (PDF)
U.S. Court of Appeals for the Ninth Circuit via FindlawLink to more items from this source
June 24, 2002

Bergt v. The Retirement Plan for Pilots Employed by Markair, Inc., No. 99-36106 (9th Cir. Jun. 19, 2002). Excerpt: Although [plaintiff] Bergt qualifies to participate in the retirement plan by the terms of the plan master document, the SPD unambiguously prevents him from participating.... The critical issue in this case is how to interpret an ERISA plan when the plan master document unambiguously qualifies an employee as a member of the retirement plan, but the SPD unambiguously excludes him.

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