9th Circuit Issues ‘Substantial Compliance’ Ruling In ERISA Pension Case

( September 2, 2026, 12:58 PM EDT) -- SAN FRANCISCO — Applying the California doctrine of substantial compliance in an Employee Retirement Income Security Act case focused on an online effort to make a pension benefit election and designate a beneficiary, the Ninth Circuit U.S. Court of Appeals reversed dismissal of one benefits claim and remanded for further proceedings; however, in a separate unpublished memorandum disposition, the appellate panel affirmed dismissal of two other claims....