No. 22-1069

Benefit Strategies West, Inc., et al. v. Roger Naumann, et al.

Lower Court: Arizona
Docketed: 2023-05-04
Status: Denied
Type: Paid
Tags: civil-procedure erisa-jurisdiction erisa-plan-administration erisa-preemption erisa-statutory-interpretation federal-jurisdiction federal-preemption participant-claims plan-administration state-court-jurisdiction trustee-rights
Key Terms:
Arbitration ERISA Privacy
Latest Conference: 2023-09-26
Question Presented (AI Summary)

Whether the Arizona Court of Appeals violated ERISA's exclusive federal jurisdiction and preemption doctrine by asserting state law and state-court jurisdiction over an ERISA dispute

Question Presented (from Petition)

QUESTION PRESENTED The Ninth Circuit, stepping out from the other circuits, rendered federal jurisdictional decisions in Paulsen v. CNF, Inc. and Batford v. Northrup Grum— man Corp. that appear to vitiate ERISA’s exclusive jurisdiction and supersedure statutes and preemption doctrine in a way that would allow state courts to use state law to render uninformed, incorrect and conflicting rulings about federal matters, and in the case at bar a state court relied on those cases in asserting state court jurisdiction and applying state law to an ERISA dispute. In that context, the question presented is whether the Arizona Court of Appeals, relying on Paulsen and especially on Safford, violated ERISA’s exclusive federal jurisdiction and supersedure statutes and preemption doctrine by asserting state law and statecourt jurisdiction over a case an ERISA plan’s trustees and participant brought against the plan’s drafter and administrator about whether the plan was drafted and administered in accordance with federal ERISA law.

Docket Entries

2023-10-02
Petition DENIED.
2023-08-02
DISTRIBUTED for Conference of 9/26/2023.
2023-07-31
Reply of petitioners Benefit Strategies West, Inc., et al. filed. (Distributed)
2023-07-19
2023-06-13
Motion to extend the time to file a response is granted and the time is further extended to and including July 19, 2023.
2023-06-12
Motion to extend the time to file a response from July 5, 2023 to July 19, 2023, submitted to The Clerk.
2023-05-25
Motion to extend the time to file a response is granted and the time is extended to and including July 5, 2023.
2023-05-24
Motion to extend the time to file a response from June 5, 2023 to July 5, 2023, submitted to The Clerk.
2023-05-01
Petition for a writ of certiorari filed. (Response due June 5, 2023)

Attorneys

Benefit Strategies West, Inc., et al.
Gary DukarichEvans Dukarich LLP, Petitioner
Gary DukarichEvans Dukarich LLP, Petitioner
Roger Naumann, et al.
David L. O'DanielGordon Rees Scully Mansukhani, LLP, Respondent
David L. O'DanielGordon Rees Scully Mansukhani, LLP, Respondent