No. 18-578

William L. Pender, et al. v. Bank of America Corporation, et al.

Lower Court: Fourth Circuit
Docketed: 2018-11-02
Status: Denied
Type: Paid
Tags: appropriate-relief benefit-plan civil-procedure divided-bench employee-benefits equitable-relief equity-courts erisa judicial-remedy pension-law solicitor-general statutory-interpretation
Key Terms:
Arbitration ERISA
Latest Conference: 2019-02-22
Question Presented (AI Summary)

Whether the word appropriate' in ERISA § 502(a)(8) authorizes ERISA courts to decline to award an established equitable remedy based on considerations that an equity court in the days of the divided bench would have deemed legally irrelevant for purposes of the specific remedy at issue

Question Presented (OCR Extract)

QUESTION PRESENTED This petition presents an important unresolved question about a remedial provision of the Employee Retirement Income Security Act of 1974 (“ERISA”) that this Court has addressed no fewer than eight times in recent years. ERISA § 502(a)(3) entitles employee benefit plan participants to “appropriate equitable relief” for violations of the Act. The Court has repeatedly construed the term “equitable relief” to mean relief that was traditionally awarded by equity courts applying “the law of equity” during the days of the divided bench. But as the Solicitor General has noted, the Court has not prescribed a framework for determining whether a particular form of equitable relief is “appropriate” in a given case. See Brief for the United States as Amicus Curiae, Sereboff v. Mid-Atlantic Medical Services, Inc. (Feb. 23, 2006) (No. 05-260), p. 27. The question squarely presented by this case is: Whether the word “appropriate” in ERISA § 502(a)(8) authorizes ERISA courts to decline to award an established equitable remedy based on considerations that an equity court in the days of the divided bench would have deemed legally irrelevant for purposes of the specific remedy at issue. ii PARTIES The petitioners are William Pender and David McCorkle and a certified class of all other participants in the Bank of America 401(k) Plan who are similarly situated. The respondents are the Bank of America Corporation and the Bank of America Pension Plan (collectively, “Bank of America” or the “Bank”).

Docket Entries

2019-02-25
Petition DENIED.
2019-02-06
DISTRIBUTED for Conference of 2/22/2019.
2019-01-30
Reply of petitioners William L. Pender, et al. filed.
2019-01-17
Brief of respondents Bank of America Corporation, et al. in opposition filed.
2018-11-16
Motion to extend the time to file a response from December 3, 2018 to January 17, 2019, submitted to The Clerk.
2018-11-16
Motion to extend the time to file a response is granted and the time is extended to and including January 17, 2019.
2018-10-31
Petition for a writ of certiorari filed. (Response due December 3, 2018)
2018-09-25
Application (18A313) granted by The Chief Justice extending the time to file until October 31, 2018.
2018-09-10
Application (18A313) to extend the time to file a petition for a writ of certiorari from October 1, 2018 to October 31, 2018, submitted to The Chief Justice.

Attorneys

Bank of America Corporation, et al.
Carter G. PhillipsSidley Austin LLP, Respondent
Carter G. PhillipsSidley Austin LLP, Respondent
William L. Pender, et al.
Julia Penny ClarkBredhoff and Kaiser, PLLC, Petitioner
Julia Penny ClarkBredhoff and Kaiser, PLLC, Petitioner