ERISA Litigation Roundup: Ninth Circuit Holds State IRA Plans Not Preempted by ERISA

In a matter of first impression, the Ninth Circuit affirmed that ERISA does not preempt a California law that created a state-managed retirement program for certain private employers. Howard Jarvis Taxpayers Association v. California Secure Choice Retirement Savings Program, 2021 WL 1805758 (9th Cir. May 6, 2021).

The plaintiff, the Howard Jarvis Taxpayers Association (HJTA), argued that CalSavers, a state-administered IRA program intended to encourage retirement savings, was preempted by ERISA. The HJTA contended, among other things, that CalSavers was necessarily preempted because Congress repealed a Department of Labor (DOL) rule that exempted state-run IRA programs from ERISA in 2016.

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About Author: David Belcher

David Belcher represents clients in all types of litigation, including commercial, real estate, construction, and insurance matters. Additionally, as a member of the firm’s structured settlement and annuity team, he works closely with client-focused commutations, resolves overpayments as part of the firm’s Overpayment Recovery Program, and litigates structured settlement and annuity issues in California and nationwide. David manages all aspects of litigation, including legal research, making court appearances, taking depositions, and preparing for trial or arbitration. He is particularly skilled in writing pre-trial motions, having drafted several successful dispositive motions in state and federal courts. View all posts by

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