United States Ninth Circuit

In an action by an ERISA plan beneficiary who elected to roll over his pension benefits into an individual retirement account (IRA) upon separation from his employer, alleging the administrator wrongly construed his lump sum rollover as the equivalent of his having "received" his pension benefits and, according to the terms of plan, reduced his long-term disability (LTD) benefits by the amount of the rollover, the district court's judgment in favor of the administrator is affirmed where the administrator made a reasonable interpretation of the plan. Other allegations, that employer failed to sufficiently disclose the possibility that his LTD benefits would be reduced by his receipt of pension benefits, and that the administrator's actions violate the Age Discrimination in Employment Act (ADEA), are rejected.

Appellate Information

• Decided 07/03/2012
• Published 07/03/2012

Judges

• FISHER

Court

• United States Ninth Circuit

Counsel