Curtiss-Wright Corp. v. Schoonejongen

Holding that a clause reserving the company's right "at any time to amend the plan" meets the requirements of 29 U.S.C. § 1102(b)

LC Capital Partners, LP v. Frontier Insurance Group, Inc.

Holding that when the relevant facts "can be gleaned from the complaint and papers ... integral to the complaint, resolution of the issue on a motion to dismiss is appropriate"

Volk v. D.A. Davidson & Co.

Holding that fraudulent concealment tolling applies where the defendant's conduct "lead a reasonable person to believe that he did not have a claim for relief"

Forbes v. Eagleson

Holding that for equitable tolling to apply, the plaintiff must show active misleading . . . and must further show that he exercised reasonable diligence" (citing Oshiver, 38 F.3d at 1391 n.10)

Frommert v. Conkright

Holding that the Administrator's attempt to apply the “phantom account” to respondents violated two other ERISA provisions: 29 U.S.C. § 1054(h)'s notice requirement and § 1054(g)'s prohibition on retroactive benefit cutbacks

Miller v. Fortis Benefits

Holding that "[t]he beneficiary should exercise reasonable diligence to ensure the accuracy of his award," and "requir[ing] beneficiaries to safeguard those rights upon a denial of benefits"

Romero v. Allstate Corp.

Holding that claims arising under Section 204(h) accrue when a plaintiff “knew or should have known that the amendment has brought about a clear repudiation of certain rights that [the plaintiff] believe [he] had under the plan.”

Esden v. Bank of Boston

Holding that the Notice is "entitled to deference, regardless of its form of publication"

Pocahontas Supreme Coal Co. v. Bethlehem Steel

Holding no fraudulent concealment where antitrust action alleged interrelationships between defendant companies, and those interrelationships were readily discoverable on consultation of public mining records

Register v. PNC Financial Services Group, Inc.

Holding that an SPD did not improperly fail to notify participants that their cash balance plan was age-discriminatory when the plan was not, in fact, age-discriminatory

Section 1002 - Definitions

Holding that ERISA is a federal law that sets standards of protection for individuals in most voluntarily established, private-sector retirement plans

Section 1102 - Establishment of plan

Granting administrator, as “named fiduciary,” the “authority to control and manage the operation and administration of the plan”

Section 1054 - Benefit accrual requirements

Entitling participants to benefits "without regard to amendment" in case of an "egregious failure"

Section 411 - Minimum vesting standards

Defining "accrued benefit"

Section 417 - Definitions and special rules for purposes of minimum survivor annuity requirements

Addressing rules for cash-outs of minimum survivor annuities

Section 1.401-1 - Qualified pension, profit-sharing, and stock bonus plans

Restating anti-alienation requirement

Section 54.4980F-1 - Notice requirements for certain pension plan amendments significantly reducing the rate of future benefit accrual