No. 25A400

Jerry Aldridge, et al. v. Regions Bank

Lower Court: Sixth Circuit
Docketed: 2025-10-07
Status: Presumed Complete
Type: A
Experienced Counsel
Tags: circuit-split equitable-remedy erisa fiduciary-breach section-1132 surcharge
Latest Conference: N/A
Question Presented (from Petition)

1. whether, when proceeding under § 502(a)(3) of the Employee Retirement Income Security Act of 1974, 29 U.S.C. § 1132(a)(3), which allows a beneficiary to bring a suit to obtain "appropriate equitable relief," a beneficiary may seek the remedy of surcharge, a form of relief that this Court has previously described as being "exclusively equitable," CIGNA Corp. v. Amara, 563 U.S. 421, 442 (2011); and

(2) if beneficiaries cannot seek surcharge, whether certain state law claims arising out of a trust agreement that is separate from an ERISA plan are preempted.

Question Presented (AI Summary)

Whether a plaintiff can seek equitable surcharge as a remedy under ERISA Section 1132(a)(3) when federal circuit courts are split on the availability of such relief

Docket Entries

2025-10-07
Application (25A400) granted by Justice Kavanaugh extending the time to file until November 14, 2025.
2025-10-03
Application (25A400) to extend the time to file a petition for a writ of certiorari from October 15, 2025 to November 14, 2025, submitted to Justice Kavanaugh.

Attorneys

Jerry Aldridge, et al.
Xiao WangUniversity of Virginia School of Law, Petitioner