erisa rule (California) · Go Syfert
← California issues

erisa rule in California

10 California opinions name it 2 courts 1992–2022 3 in the last five years

The cases below were cited by California courts in a sentence that names this issue. Sides come from how each citing opinion treated the case (Syfertize flag on that citation), so a case can appear on both: that is where the law is contested. A red or yellow chip is the case's own overall treatment.

Followed or applied (8)

CaseFollowedCited
Rosen v. St. Joseph Hospital of Orange Countygreen
calctapp · 2011 · cited in 3 California opinions naming this issue, 2022–2022
2 sentences

2022Joseph Hospital of Orange County (2011) 193 Cal.App.4th 453, 465, fn. 4 .) Additionally, to the extent Dameron maintains stating in its reply brief that O.N.’s insurer was an ERISA plan raised an ERISA issue, Dameron forfeited any argument regarding ERISA by failing to include it in the opening brief.

2022Joseph Hospital of Orange County (2011) 193 Cal.App.4th 453, 465, fn. 4 .) Additionally, to the extent Dameron maintains stating in its reply brief that O.N.’s insurer was an ERISA plan raised an ERISA issue, Dameron forfeited any argument regarding ERISA by failing to include it in the opening brief.

33
Garcia v. McCutchengreen
cal · 1997 · cited in 3 California opinions naming this issue, 2022–2022
2 sentences

2022(Garcia v. McCutchen (1997) 16 Cal.4th 469, 482, fn. 10 [appellant may not raise new argument in reply brief].) DISPOSITION We remand to the trial court to allow the case to proceed on the second cause of action consistent with this opinion as to R.D.

2022(Garcia v. McCutchen (1997) 16 Cal.4th 469, 482, fn. 10 [appellant may not raise new argument in reply brief].) 26 DISPOSITION We remand to the trial court to allow the case to proceed on the second cause of action consistent with this opinion as to R.D.

33
Patton v. Denver Post Corp.green
ca10 · 2003 · cited in 2 California opinions naming this issue, 2009–2009
2 sentences

2009Tise recognized the distinction between the alternate payee's interest in the pension plan proceeds, which is established by the state court DRO and the enforceability of that interest which requires a QDRO, stating: "Because a QDRO only renders enforceable an already-existing interest, there is no conceptual reason why a QDRO must be obtained before the plan participant's benefits become payable on account of his retirement or death." ( Id. at p. 421.) [6] Tise noted, but expressly did not address, the question "whether, as Hopkins [, supra, 105 F.3d 153 ] and Rivers [, supra, 186 F.3d 681 ]

2009Tise recognized the distinction between the alternate payee's interest in the pension plan proceeds, which is established by the state court DRO and the enforceability of that interest which requires a QDRO, stating: "Because a QDRO only renders enforceable an already-existing interest, there is no conceptual reason why a QDRO must be obtained before the plan participant's benefits become payable on account of his retirement or death." ( Id. at p. 421.) [6] Tise noted, but expressly did not address, the question "whether, as Hopkins [, supra, 105 F.3d 153 ] and Rivers [, supra, 186 F.3d 681 ]

22
cluster 771363green
ca9 · 2000 · cited in 2 California opinions naming this issue, 2009–2009
2 sentences

2009The Ninth Circuit held that a state court DRO obtained before a plan participant's retirement, death, or other benefit-triggering event, creates an enforceable interest in the participant's surviving spouse benefits even if the alternate payee (former spouse) is unable to qualify the DRO before the *843 participant's death. ( Id. at p. 423; see Carmona, supra, 544 F.3d at p. 1001 .) The plaintiff was therefore able to qualify the state court DRO as a QDRO in the 18 months following the plan participant's death. ( Tise, at pp. 425-426.) Tise reasoned that because the QDRO provision is an except

2009The Ninth Circuit held that a state court DRO obtained before a plan participant's retirement, death, or other benefit-triggering event, creates an enforceable interest in the participant's surviving spouse benefits even if the alternate payee (former spouse) is unable to qualify the DRO before the *843 participant's death. ( Id. at p. 423; see Carmona, supra, 544 F.3d at p. 1001 .) The plaintiff was therefore able to qualify the state court DRO as a QDRO in the 18 months following the plan participant's death. ( Tise, at pp. 425-426.) Tise reasoned that because the QDRO provision is an except

22
Chase Manhattan Bank, N.A. v. City & County Of San Franciscogreen
ca9 · 1997 · cited in 2 California opinions naming this issue, 2005–2009
2 sentences

2009(See Chase Manhattan Bank, N.A. v. San Francisco (9th Cir. 1997) 121 F.3d 557 , 558 (Chase Manhattan v. San Francisco).) The district court dismissed the case after finding that it lacked subject matter jurisdiction under 28 United States Code section 1341 , which provides that “ ‘district courts shall not enjoin, suspend or restrain the assessment, levy or collection of any tax under State *1208 law where a plain, speedy and efficient remedy may be had in the courts of such State.’ ” (Chase Manhattan v. San Francisco, at p. 558.) In a decision filed August 18, 1997, the Ninth Circuit Court of

2009(See Chase Manhattan Bank, N.A. v. San Francisco (9th Cir. 1997) 121 F.3d 557 , 558 (Chase Manhattan v. San Francisco).) The district court dismissed the case after finding that it lacked subject matter jurisdiction under 28 United States Code section 1341 , which provides that “ ‘district courts shall not enjoin, suspend or restrain the assessment, levy or collection of any tax under State *1208 law where a plain, speedy and efficient remedy may be had in the courts of such State.’ ” (Chase Manhattan v. San Francisco, at p. 558.) In a decision filed August 18, 1997, the Ninth Circuit Court of

12
Louise Robichaud Samaroo v. Winston R. Samaroo, At&t Management Pension Plan v. Louise M. Robichaud, Louise M. Robichaud.green
ca3 · 1999 · cited in 2 California opinions naming this issue, 2009–2009
2 sentences

2009Tise recognized the distinction between the alternate payee's interest in the pension plan proceeds, which is established by the state court DRO and the enforceability of that interest which requires a QDRO, stating: "Because a QDRO only renders enforceable an already-existing interest, there is no conceptual reason why a QDRO must be obtained before the plan participant's benefits become payable on account of his retirement or death." ( Id. at p. 421.) [6] Tise noted, but expressly did not address, the question "whether, as Hopkins [, supra, 105 F.3d 153 ] and Rivers [, supra, 186 F.3d 681 ]

2009Tise recognized the distinction between the alternate payee's interest in the pension plan proceeds, which is established by the state court DRO and the enforceability of that interest which requires a QDRO, stating: "Because a QDRO only renders enforceable an already-existing interest, there is no conceptual reason why a QDRO must be obtained before the plan participant's benefits become payable on account of his retirement or death." ( Id. at p. 421.) [6] Tise noted, but expressly did not address, the question "whether, as Hopkins [, supra, 105 F.3d 153 ] and Rivers [, supra, 186 F.3d 681 ]

12
Charles Wetzel v. Lou Ehlers Cadillac Group Long Term Disability Insurance Program Reliance Standard Life Insurance Companygreen
ca9 · 2000 · cited in 1 California opinions naming this issue, 2011–2011
2 sentences

2011(Wetzel, supra, pp. 648, 650 .) In Flynn v. Paul Revere Ins.

2011(Wetzel, supra, pp. 648, 650 .) In Flynn v. Paul Revere Ins.

11
Carmona v. Carmonagreen
ca9 · 2008 · cited in 1 California opinions naming this issue, 2009–2009
2 sentences

2009The Ninth Circuit held that a state court DRO obtained before a plan participant's retirement, death, or other benefit-triggering event, creates an enforceable interest in the participant's surviving spouse benefits even if the alternate payee (former spouse) is unable to qualify the DRO before the *843 participant's death. ( Id. at p. 423; see Carmona, supra, 544 F.3d at p. 1001 .) The plaintiff was therefore able to qualify the state court DRO as a QDRO in the 18 months following the plan participant's death. ( Tise, at pp. 425-426.) Tise reasoned that because the QDRO provision is an except

2009The Ninth Circuit held that a state court DRO obtained before a plan participant's retirement, death, or other benefit-triggering event, creates an enforceable interest in the participant's surviving spouse benefits even if the alternate payee (former spouse) is unable to qualify the DRO before the *843 participant's death. ( Id. at p. 423; see Carmona, supra, 544 F.3d at p. 1001 .) The plaintiff was therefore able to qualify the state court DRO as a QDRO in the 18 months following the plan participant's death. ( Tise, at pp. 425-426.) Tise reasoned that because the QDRO provision is an except

11

Distinguished, questioned or overruled (0)

CaseNegativeCited
No negative-treatment citations attached to this issue in California. Read the followed side critically anyway.

Also cited on this issue (8)

CaseCitedYears
cluster 18507 green
·
2 sentences

2009Tise recognized the distinction between the alternate payee’s interest in the pension plan proceeds, which is established by the state court DRO and the enforceability of that interest which requires a QDRO, stating: “Because a QDRO only renders enforceable an already-existing interest, there is no conceptual reason why a QDRO must be obtained before the plan participant’s benefits become payable on account of his retirement or death.” (Id. at p. 421.) 6 Tise noted, but expressly did not address, the question “whether, as Hopkins[, supra, 105 F.3d 153 ] and Rivers[, supra, 186 F.3d 681 ] deter

2009Tise recognized the distinction between the alternate payee's interest in the pension plan proceeds, which is established by the state court DRO and the enforceability of that interest which requires a QDRO, stating: "Because a QDRO only renders enforceable an already-existing interest, there is no conceptual reason why a QDRO must be obtained before the plan participant's benefits become payable on account of his retirement or death." ( Id. at p. 421.) [6] Tise noted, but expressly did not address, the question "whether, as Hopkins [, supra, 105 F.3d 153 ] and Rivers [, supra, 186 F.3d 681 ]

22009–2009
Vera Mae Hopkins v. At & T Global Information Solutions Company, Formerly Known as Ncr Corporation green
ca4 · 1997
2 sentences

2009Tise recognized the distinction between the alternate payee's interest in the pension plan proceeds, which is established by the state court DRO and the enforceability of that interest which requires a QDRO, stating: "Because a QDRO only renders enforceable an already-existing interest, there is no conceptual reason why a QDRO must be obtained before the plan participant's benefits become payable on account of his retirement or death." ( Id. at p. 421.) [6] Tise noted, but expressly did not address, the question "whether, as Hopkins [, supra, 105 F.3d 153 ] and Rivers [, supra, 186 F.3d 681 ]

2009Tise recognized the distinction between the alternate payee's interest in the pension plan proceeds, which is established by the state court DRO and the enforceability of that interest which requires a QDRO, stating: "Because a QDRO only renders enforceable an already-existing interest, there is no conceptual reason why a QDRO must be obtained before the plan participant's benefits become payable on account of his retirement or death." ( Id. at p. 421.) [6] Tise noted, but expressly did not address, the question "whether, as Hopkins [, supra, 105 F.3d 153 ] and Rivers [, supra, 186 F.3d 681 ]

22009–2009
Torres v. Torres green
haw · 2003
2 sentences

2009Tise recognized the distinction between the alternate payee's interest in the pension plan proceeds, which is established by the state court DRO and the enforceability of that interest which requires a QDRO, stating: "Because a QDRO only renders enforceable an already-existing interest, there is no conceptual reason why a QDRO must be obtained before the plan participant's benefits become payable on account of his retirement or death." ( Id. at p. 421.) [6] Tise noted, but expressly did not address, the question "whether, as Hopkins [, supra, 105 F.3d 153 ] and Rivers [, supra, 186 F.3d 681 ]

2009Tise recognized the distinction between the alternate payee's interest in the pension plan proceeds, which is established by the state court DRO and the enforceability of that interest which requires a QDRO, stating: "Because a QDRO only renders enforceable an already-existing interest, there is no conceptual reason why a QDRO must be obtained before the plan participant's benefits become payable on account of his retirement or death." ( Id. at p. 421.) [6] Tise noted, but expressly did not address, the question "whether, as Hopkins [, supra, 105 F.3d 153 ] and Rivers [, supra, 186 F.3d 681 ]

12009–2009
No. 04-2390 green
ca3 · 2005
1 sentence

2009Tise recognized the distinction between the alternate payee's interest in the pension plan proceeds, which is established by the state court DRO and the enforceability of that interest which requires a QDRO, stating: "Because a QDRO only renders enforceable an already-existing interest, there is no conceptual reason why a QDRO must be obtained before the plan participant's benefits become payable on account of his retirement or death." ( Id. at p. 421.) [6] Tise noted, but expressly did not address, the question "whether, as Hopkins [, supra, 105 F.3d 153 ] and Rivers [, supra, 186 F.3d 681 ]

12009–2009
Jones v. O'HIGGINS green
nynd · 1990
2 sentences

1994To support her position, Marlene cites a federal decision dealing with attorney fees issues under an ERISA provision ( 29 U.S.C. § 1132 (g)) that authorizes such fees to prevailing parties in ERISA actions. ( Jones v. O'Higgins (N.D.N.Y. 1990) 736 F. Supp. 1243 .) [16] In that case, the district court exercised its discretion in refusing to award attorney fees against a plaintiff who had demonstrated a prima facie *271 case of an ERISA violation.

1994To support her position, Marlene cites a federal decision dealing with attorney fees issues under an ERISA provision ( 29 U.S.C. § 1132 (g)) that authorizes such fees to prevailing parties in ERISA actions. ( Jones v. O'Higgins (N.D.N.Y. 1990) 736 F. Supp. 1243 .) [16] In that case, the district court exercised its discretion in refusing to award attorney fees against a plaintiff who had demonstrated a prima facie *271 case of an ERISA violation.

11994–1994
Hydrostorage, Inc. v. Northern California Boilermakers Local Joint Apprenticeship Committee green
ca9 · 1989
1 sentence

1992In deciding the ERISA issue, the Court of Appeal wrote: “We cannot reconcile the Council’s position, that it retains the power under state law to prevent employee benefit plans from providing benefits except pursuant to the Council’s regulatory dictates, with decisions by the Ninth Circuit in Hydro-storage [v. Northern Cal. Boilermakers (9th Cir. 1989) 891 F.2d 719 , cert. denied (1990) 498 U.S. 822 (112 L.Ed 2d 46, 111 S.Ct. 72 )], the Third District in [Operating Engineers & Participating Employees Etc.

11992–1992
Carter v. Antoci green
scotus · 1990
1 sentence

1992In deciding the ERISA issue, the Court of Appeal wrote: “We cannot reconcile the Council’s position, that it retains the power under state law to prevent employee benefit plans from providing benefits except pursuant to the Council’s regulatory dictates, with decisions by the Ninth Circuit in Hydro-storage [v. Northern Cal. Boilermakers (9th Cir. 1989) 891 F.2d 719 , cert. denied (1990) 498 U.S. 822 (112 L.Ed 2d 46, 111 S.Ct. 72 )], the Third District in [Operating Engineers & Participating Employees Etc.

11992–1992
Larsen v. Department of the Navy green
scotus · 1990
1 sentence

1992In deciding the ERISA issue, the Court of Appeal wrote: “We cannot reconcile the Council’s position, that it retains the power under state law to prevent employee benefit plans from providing benefits except pursuant to the Council’s regulatory dictates, with decisions by the Ninth Circuit in Hydro-storage [v. Northern Cal. Boilermakers (9th Cir. 1989) 891 F.2d 719 , cert. denied (1990) 498 U.S. 822 (112 L.Ed 2d 46, 111 S.Ct. 72 )], the Third District in [Operating Engineers & Participating Employees Etc.

11992–1992

Statutes the citing opinions construe

USC § 29u.s.c.1001 (7) USC § 29u.s.c.1144 (4) CA § Cal. Civil Code § 1607 (3) CA § Cal. Civil Code § 1608 (3) CA § Cal. Civil Code § 3045.1 (3) CA § Cal. Civil Code § 3045.2 (3) CA § Cal. Civil Code § 3045.4 (3) CA § Cal. Health and Safety Code § 1317 (3) CA § Cal. Insurance Code § 520 (3) USC § 29u.s.c.1055 (3) USC § 29u.s.c.1056 (3)

Counted by distinct opinions that both name this issue and are annotated to the section; sections every opinion cites regardless of issue are not filtered here, so read the counts against the total above.

Where else courts name it

TX 12 (1989–2023) CA 10 (1992–2022) NY 9 (1978–2020) OH 9 (1988–2025) CO 8 (1990–2018) PA 7 (1986–2017) IL 6 (1986–2024) OR 6 (1980–2016) NM 6 (1990–2010) WA 6 (1986–2008) WI 5 (1989–2023) MD 4 (2002–2009) KS 4 (2007–2015) NJ 4 (1992–2013) MA 4 (1985–2024) GA 4 (1986–2020) OK 3 (2004–2018) MO 3 (1990–2017) HI 2 (2004–2006) NC 2 (2000–2010) TN 2 (1993–1995) IN 2 (1998–2024) AL 2 (1989–1989) ME 2 (1998–2000) NH 2 (1999–2012) CT 2 (1996–2002) ND 2 (2010–2010) AZ 2 (1989–2015) AK 2 (1984–1994) FL 2 (1991–2006)

Opinions by the citing court's state. A doctrine retained in one state and abandoned in another shows up here as a year span that stalls.

← Caselaw search · G Cite Topics · Brief Check