Compass
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Bates & Company, Inc.
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AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Text of Federal District Court Opinion: Plaintiff Not Entitled to Benefit Described on Distribution Election Form, Where Contrary to Plan Document
U.S. District Court for the Middle District of Pennsylvania Nov. 2, 2014 "[Plaintiff] argues that the Pension Election Documents should control over the Plan, given the contradictory language and her reliance on the summary documents. In doing so, she relies on a [2003] decision of the United States Court of Appeals for the Third Circuit [('Burstein')] ... Conversely, Defendant rests its case on the Plan language, citing to a recent Supreme Court case, Cigna Corp. v. Amara ... which, inter alia, held that disclosures set forth in the SPD could not be enforced pursuant to ERISA Section 502(a)(1)(B) as terms of the plan itself.... Burstein is no longer good law on the issue of which document controls the availability of benefits, given the Supreme Court's ensuing decision in Cigna." [Keiser v. Conagra Foods, Inc., No.4:13-cv-00159 (M.D. Pa. Oct. 27, 2014)] |
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