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Benefits
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February 11, 2026
Intel 401(k) Suit Arguments Pushed To Next High Court Term
The U.S. Supreme Court will wait until next term to hear arguments in an appeal from Intel ex-workers seeking to revive proposed class allegations that their 401(k) retirement savings were dragged down by underperforming target-date funds, a delay confirmed by justices' April calendar posted on Wednesday.
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February 11, 2026
7th Circ. Denies New Trial To Convicted Tax Preparer
A tax preparer convicted of filing false returns and stealing her grandmother's pension will not receive a new trial, the Seventh Circuit ruled, rejecting her argument that a lower court made a mistake in allowing her to represent herself.
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February 11, 2026
Kaiser Will Pay $30M To End DOL Mental Health Investigations
Kaiser Permanente has agreed to fork over at least $30 million and change its practices to end multiple U.S. Department of Labor investigations into the adequacy of the healthcare organization's mental health and substance use disorder treatment networks in California, the DOL said.
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February 11, 2026
Workers' Attys Nab $4.6M Award In American Airlines ESG Suit
A Texas federal judge awarded $4.6 million in fees to lawyers who convinced the court that American Airlines improperly allowed environmental, social and governance factors to guide its employee retirement plan, despite the fact that they didn't secure any money damages.
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February 10, 2026
5th Circ. Says Bank Worker's ERISA Claims Can Be Arbitrated
The Fifth Circuit on Tuesday held that a former employee at a Texas-based bank must arbitrate his proposed class claims accusing the bank of failing to invest retirement funds, reversing a lower court's finding that the arbitration clause didn't apply to him because it was added after his employment ended.
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February 10, 2026
O'Melveny Gains Baker McKenzie Tax, Benefits Atty In Calif.
O'Melveny & Myers LLP is expanding its tax and benefits team, bringing in a Baker McKenzie executive compensation expert as a partner in its Silicon Valley office.
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February 10, 2026
Tech Co. Ex-Workers Must Arbitrate Expenses Fight
Two opt-in workers signed arbitration agreements with a customer experience technology company, and thus their expense claims cannot remain in court, a Colorado federal judge ruled, administratively closing the case.
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February 10, 2026
Fresenius Can't Knock Out 401(k) Forfeiture Suit
A Massachusetts federal judge narrowed but declined to dismiss a suit claiming dialysis company Fresenius violated federal benefits law by using forfeited 401(k) funds to pay for match contributions instead of plan fees, ruling the workers behind the suit adequately explained that the move may have flouted their interests.
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February 09, 2026
Hasbro Wants To Ditch Magic: The Gathering Investor Suit
Hasbro asked a New York federal court to throw out investors' amended proposed class action accusing the game company of overprinting sets of the popular game Magic: The Gathering, arguing that the investors have "completely abandoned" their original allegations and embarked on an "equally misguided" quest to recover alleged losses.
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February 09, 2026
Nationwide ERISA 401(k) Class Action Heads To Bench Trial
Nationwide Mutual Insurance Co. must face a trimmed class action pursued by employee 401(k) plan participants alleging mismanagement, an Ohio federal judge ruled in an opinion unsealed Monday, telling the parties to prepare for a bench trial on the surviving claims.
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February 09, 2026
NFL Plan Wants Doctors Cut From Ex-Player's Disability Fight
The National Football League's benefits plan urged a New Jersey federal court to dismiss two of its doctors from a former player's lawsuit over his denial of neurocognitive disability benefits, saying they provided only advisory medical opinions.
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February 09, 2026
9th Circ. Backs Comerica's Escape From Investor Suit
The Ninth Circuit backed Comerica's win in an investor dispute led by a pension fund accusing the bank of misleading investors about its oversight of a U.S. Department of the Treasury contract, concluding a California federal judge was right to permanently toss the case for failure to state a claim.
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February 09, 2026
Guam Can't Appeal Military Leave Suit Loss At 9th Circ.
A retirement fund for Guam government employees did not meet the standard for an immediate appeal of a ruling that its leave-sharing program violates federal military service protections, a federal judge ruled Monday, denying the territory's and fund's Ninth Circuit bid.
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February 09, 2026
Tool Co. Can't Escape Workers' 401(k) Forfeiture Suit
An Illinois tool manufacturer lost a bid to toss a proposed class action alleging it mismanaged an employee 401(k) plan, after a federal judge held Monday that workers stated a claim under federal benefits law by asserting the company disloyally spent forfeitures on employer-side contributions instead of plan expenses.
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February 09, 2026
Boeing Can't Escape Bias Suit Over $12K Bonus
Boeing must face a proposed class action accusing it of excluding workers on long-term disability leave from a $12,000 bonus, as a Washington federal judge denied the company's dismissal motion and remanded the suit to state court, where it was originally filed.
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February 06, 2026
Fed. Circ. Revives Navy Veteran's Benefits Claim
The Federal Circuit revived a protest over the denial of certain benefits for a retired Navy veteran, saying the Board of Veterans' Appeals erred when it refused to consider evidence he submitted in a lawful and timely manner.
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February 06, 2026
Verizon Workers Will Seek 2nd Circ. Pension Suit Revival
Verizon employee retirement plan participants who allege the telecom and its independent fiduciary illegally converted $6 billion in pension benefits to risky annuities told a New York federal court Friday they'll seek Second Circuit revival of their proposed class action, which was tossed on standing grounds in January.
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February 06, 2026
Hospital Pays $595K To End Ex-Workers' Retirement Suit
A Cambridge hospital system agreed to pay $595,000 to settle a proposed class action claiming it mismanaged its $280 million retirement plan and cost workers millions in savings by failing to reduce management fees and trim costly funds from the plan, according to a Massachusetts federal court filing.
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February 06, 2026
Ricoh Will Pay $1.75M To End 401(k) Forfeiture, Fee Suits
Ricoh USA Inc. has agreed to pay $1.75 million to end two proposed class actions from ex-workers alleging the technology company allowed excessive fees, offered underperforming investments and misspent forfeitures from its $2 billion employee 401(k) retirement plan, according to filings in Pennsylvania federal court.
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February 06, 2026
Boston Globe Accused Of Skipping Pension Fund Payments
A union pension fund has filed a lawsuit against the Boston Globe in D.C. federal court, accusing the news organization of failing to pay monthly contributions and provide records of the hours employees worked.
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February 05, 2026
7th Circ. Deems Pilgrim's Price-Fix Settlement Non-Binding
The Seventh Circuit on Thursday held that Pilgrim's Pride did not definitively settle chicken and other protein price-fixing claims with Sysco via a brief email acceptance and unsigned agreement, ruling that "a barebones email exchange" and unsigned agreement wasn't enough to formally resolve the dispute.
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February 05, 2026
Car Services Co.'s $25M Investor Deal Gets First OK
Car services company Driven Brands Holdings Inc. and its investors have received initial approval of their $25 million deal settling claims it misled the public by overstating the success of the integration of its glass repair acquisitions and performance of its car wash businesses.
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February 05, 2026
NYAG's Insider Trading Case A Power Grab, Judge Told
The former CEO of healthcare contractor Emergent BioSolutions Inc. has removed to federal court New York Attorney General Letitia James' insider trading case against him, alleging James is trying to expand her office's power through claims that concern questions of federal law.
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February 05, 2026
Elevance Fights Nurses' '11th Hour' Class Expansion
Health insurer Elevance told a North Carolina federal court that it should deny a former nurse's attempt to expand a class definition in her overtime-exempt misclassification lawsuit, arguing that the reworked definition would entirely upend the litigation and prejudice the insurer.
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February 05, 2026
Colo. Judge Hears Closings In Gender-Affirming Care Halt Suit
Patients of Children's Hospital Colorado who want a state court to reinstate their gender-affirming medical care told a judge Thursday that the court's enforcement of state law and the rule of law is their only remedy, while the hospital that halted their care has other options.
Expert Analysis
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10 Commandments For Agentic AI Tools In The Legal Industry
Though agentic artificial intelligence has demonstrated significant promise for optimizing legal work, it presents numerous risks, so specific ethical obligations should be built into the knowledge base of every agentic AI tool used in the legal industry, says Steven Cordero at Akerman LLP.
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11th Circ.'s 6-Step Review May Be Ripe For Insurer Challenge
In its recent decision in Johnson v. Reliance Standard Life Insurance, the Eleventh Circuit utilized an unwieldy six-step approach to abuse-of-discretion review to find coverage in a disability benefits suit, a standard that creates subtle cognitive bias and that insurers should seek to overturn, says Scott Garosshen at Robinson & Cole.
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Series
Preaching Makes Me A Better Lawyer
Becoming a Gospel preacher has enhanced my success as a trial lawyer by teaching me the importance of credibility, relatability, persuasiveness and thorough preparation for my congregants, the same skills needed with judges and juries in the courtroom, says Reginald Harris at Stinson.
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Series
Law School's Missed Lessons: Practicing Client-Led Litigation
New litigators can better help their corporate clients achieve their overall objectives when they move beyond simply fighting for legal victory to a client-led approach that resolves the legal dispute while balancing the company's competing out-of-court priorities, says Chelsea Ireland at Cohen Ziffer.
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A Close Look At The Evolving Interval Fund Space
Interval funds — closed-end registered investment companies that make periodic repurchase offers — have recently moved to the center of the conversation about retail access to private markets, spurred along by President Donald Trump's August executive order incorporating alternative assets into 401(k) plans and target date strategies, say attorneys at Simpson Thacher.
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Series
The Law Firm Merger Diaries: How To Build On Cultural Fit
Law firm mergers should start with people, then move to strategy: A two-level screening that puts finding a cultural fit at the pinnacle of the process can unearth shared values that are instrumental to deciding to move forward with a combination, says Matthew Madsen at Harrison.
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Mulling Differing Circuit Rulings On Gender-Affirming Care
Despite the Eleventh Circuit's recent holding in Lange v. Houston County that a health plan's exclusion for gender-affirming surgery did not violate Title VII, employers should be mindful of other court decisions suggesting that different legal challenges may still apply to blanket exclusions for such care, say attorneys at Smith Gambrell.
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Considerations When Invoking The Common-Interest Privilege
To successfully leverage the common-interest doctrine in a multiparty transaction or complex litigation, practitioners should be able to demonstrate that the parties intended for it to apply, that an underlying privilege like attorney-client has attached, and guard against disclosures that could waive privilege and defeat its purpose, say attorneys at DLA Piper.
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Series
The Law Firm Merger Diaries: Making The Case To Combine
When making the decision to merge, law firm leaders must factor in strategic alignment, cultural compatibility and leadership commitment in order to build a compelling case for combining firms to achieve shared goals and long-term success, says Kevin McLaughlin at UB Greensfelder.
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5 Bonus Plan Compliance Issues In Financial Services
As several legal constraints — including a new California debt repayment law taking effect in January — tighten around employment practices in the fiercely competitive financial services sector, the importance of compliant, well-drafted bonus plans has never been greater, say attorneys at Jackson Lewis.
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Opinion
Despite Deputy AG Remarks, DOJ Can't Sideline DC Bar
Deputy Attorney General Todd Blanche’s recent suggestion that the D.C. Bar would be prevented from reviewing misconduct complaints about U.S. Department of Justice attorneys runs contrary to federal statutes, local rules and decades of case law, and sends the troubling message that federal prosecutors are subject to different rules, say attorneys at HWG.
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Workers' Comp Ruling May Expand Ohio Employer Liability
The Ohio Supreme Court's recent decision in State ex rel. Berry v. Industrial Commission marks a shift in Ohio workers' compensation law by reducing judicial deference to the Industrial Commission's interpretations of the state's specific safety requirements and potentially expanding employer exposure, say attorneys at Benesch.
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Rule Amendments Pave Path For A Privilege Claim 'Offensive'
Litigators should consider leveraging forthcoming amendments to the Federal Rules of Civil Procedure, which will require early negotiations of privilege-related discovery claims, by taking an offensive posture toward privilege logs at the outset of discovery, says David Ben-Meir at Ben-Meir Law.
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Series
My Miniature Livestock Farm Makes Me A Better Lawyer
Raising miniature livestock on my farm, where I am fully present with the animals, is an almost meditative time that allows me to return to work invigorated, ready to juggle numerous responsibilities and motivated to tackle hard issues in new ways, says Ted Kobus at BakerHostetler.
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Litigation Funding Could Create Ethics Issues For Attorneys
A litigation investor’s recent complaint claiming a New York mass torts lawyer effectively ran a Ponzi scheme illustrates how litigation funding arrangements can subject attorneys to legal ethics dilemmas and potential liability, so engagement letters must have very clear terms, says Matthew Feinberg at Goldberg Segalla.