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Avoiding ERISA Under Disability Insurance Contracts
by D. Frank Winkles and Claude H. Tison, Jr. Florida Bar Journal  May, 2005 Volume 79, No. 5 Page 20

As its name implies, the Employee Retirement Income Security Act of 1974 (ERISA)1 was enacted for the primary purpose of protecting ... pension plans.....

Insurance companies were quick to note that the remedies available to an employee for wrongful denial of ERISA plan benefits are far more restrictive and limited than are the remedies available under state law to insureds whose insurers have wrongfully denied their claims for policy benefits. There is no right to a jury trial under ERISA .....

The potential savings for insurance companies by converting state law claims into ERISA claims are enormous. One company ... estimated that for every ... case it can convert into an ERISA benefits case, it saves $600,000 in settlement costs.  ....

For a forceful criticism of the preemption cases from this standpoint, see Korobkin, “The Failed Jurisprudence of Managed Care, and How to Fix It: Reinterpreting ERISA Preemption.”11      ....

 

ERISA is an outstanding example of the operation of the law of unintended consequences.   [It was enacted to protect pension plans]  Coverage of employee welfare benefit plans, i.e., ... health insurance policies ... was added to the basic law as an afterthought, with little or no consideration of the long-term effect of ERISA ...,  it seemed like a good idea at the time.


Contrary to the intent of ERISA’s sponsors, [it] ... has resulted in a severe erosion of the rights and remedies of insured employees against their insurance companies in connection with the handling of their claims. In the case of insurance policies deemed to be covered by ERISA, it has allowed insurance companies to engage in unfair and bad faith claims denial with virtual impunity. ....


D. Frank Winkles practices medical malpractice, negligence, products liability, white collar criminal defense, and disability insurance law in Tampa. He received his J.D. in 1972 from the University of Florida. He has served on the Criminal Procedure Rules Committee, Federal Practice Committee, and is admitted before the U.S. district courts, Middle and Northern districts and U.S. Court of Appeals, Fifth Circuit and 11th Circuit.
Claude H. Tison, Jr., practices insurance, commercial litigation, appellate practice, disability insurance, state and federal constitutional litigation, contracts, and criminal defense in Tampa with the Winkles Law Group. He graduated, cum laude, from Stetson University College of Law, J.D., and from the University of Virginia, LL.M. He is admitted to the U.S. Court of Appeals, Fourth and 11th circuits as well as the U.S. district courts, Middle and Southern districts.

 Disclaimer (that this is not legal advice)   Find full text of this excellent article here 

 


 

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