Robert Rachal

Jackson Lewis P.C.

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Plan Terms and Tax Rules: What Does “Retire” Mean To Qualify for Retirement Benefits?

In Metzgar v. U.A. Plumbers & Steamfitters Local No. 22 Pension Fund, 2022 U.S. App. LEXIS 5466 (2d Cir. Mar. 2, 2022), the Second Circuit in a summary order affirmed the district court’s decision granting summary judgment in...more

3/17/2022 / Corporate Counsel , Employee Benefits , Employee Retirement Income Security Act (ERISA) , Multi-Employer Pensions , Pensions , Retirement Plan

District Court Rejects Reasonableness Requirement for “Actuarial Equivalence” Used to Calculate Alternative Annuities

On March 4, 2022, the District Court for the District of Massachusetts dismissed, pursuant to Fed. R. Civ. P. 56, ERISA claims brought by a former employee who retired early at the age of 62 and receives retirement benefits...more

3/15/2022 / Actuarial Values , Employee Benefits , Employee Retirement Income Security Act (ERISA) , Pensions , Retirement Plan , Survivor Benefits

Eighth Circuit: District Court Improperly Resolved Factual Disputes on Summary Judgment in ERISA Benefits Case, But Error Harmless

In Avenoso v. Reliance Standard Life Insurance Company, No. 21-1772, 2021 U.S. App. LEXIS 35264 (8th Cir. Nov. 30, 2021), the Eighth Circuit clarified its position in a circuit split over the proper judicial procedure for...more

12/8/2021 / Denial of Benefits , Employee Benefits , Employee Retirement Income Security Act (ERISA) , Long Term Disability Insurance , Retirement Plan

Eighth Circuit Rules On ERISA’s “Church Plan” Exemption

On March 27, 2020, the Eighth Circuit in Sanzone v. Mercy Health, 2020 U.S. App. LEXIS 9537 (8th Cir. March 27, 2020), ruled on several key issues on the “church plan” exemption to ERISA. As background, beginning in 2013,...more

3/31/2020 / Church Plans , Employee Benefits , Employee Retirement Income Security Act (ERISA)

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