Aldridge v. Regions Bank
Pending petition
Issue: (1) Whether, when proceeding under § 502(a)(3) of the Employee Retirement Income Security Act of 1974, 29 U.S.C. § 1132(a)(3), a beneficiary may seek surcharge, a remedy that this court has described as being “exclusively equitable”; and (2) whether, if surcharge is unavailable under § 1132(a)(3), a beneficiary may pursue state-law claims arising out of a contract that is separate and apart from an ERISA plan and that is not required by the plan, or whether these state-law claims are preempted, thereby leaving the beneficiary without a remedy under either federal or state law.
SCOTUSblog Coverage
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| Date | Proceedings and Orders |
|---|---|
| 10/03/2025 | 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. |
| 10/07/2025 | Application (25A400) granted by Justice Kavanaugh extending the time to file until November 14, 2025. |
| 11/14/2025 | Petition for a writ of certiorari filed. (Response due December 19, 2025) |
| 12/15/2025 | Waiver of right of respondent Regions Bank to respond filed. |
| 12/16/2025 | DISTRIBUTED for Conference of 1/9/2026. |
| 12/29/2025 | Response Requested. (Due January 28, 2026) |
| 01/21/2026 | Motion to extend the time to file a response from January 28, 2026 to February 27, 2026, submitted to The Clerk. |
| 01/22/2026 | Motion to extend the time to file a response is granted and the time is extended to and including February 27, 2026. |
| 01/28/2026 | Brief amicus curiae of Samuel L. Bray filed. |
| 02/27/2026 | Brief of respondent Regions Bank in opposition filed. |
| 03/17/2026 | DISTRIBUTED for Conference of 4/2/2026. |
| 03/17/2026 | Reply of petitioners Jerry Aldridge, et al. filed. (Distributed) |
| 04/06/2026 | The Solicitor General is invited to file a brief in this case expressing the views of the United States. |