On March 30, the U.S. Supreme Court announced it would review Bd. of Trustees of Nat. Elevator Indus. Health Ben. Plan v. Montanile, 593 F. App’x 903 (11th Cir. 2014). As discussed here, at issue in the case is whether an ERISA fiduciary of a health benefit plan, who alleges that a beneficiary was overpaid benefits, can enforce an equitable lien under ERISA § 502(a)(3) without identifying that the particular fund is within possession and control of the beneficiary.
US Supreme Court To Consider ERISA's Tracing Requirements
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