DISCLAIMER: Any unofficial case summaries below are prepared by the clerk's office
as a courtesy to the reader. They are not part of the opinion of the court.
213453P.pdf 08/29/2022 Robert Gelschus v. Clifford Hogen
U.S. Court of Appeals Case No: 21-3453
U.S. District Court for the District of Minnesota
[PUBLISHED] [Benton, Author, with Gruender and Grasz, Circuit Judges]
Civil case - ERISA. Honeywell did not breach its fiduciary duties under
ERISA by failing to remove Galchus's decedent's ex-husband as beneficiary
of a retirement plan awarded to the decedent in the parties' divorce
decree because Honeywell acted in accordance with plan documents in
rejecting the decedent's defective change-of-beneficiary form; nor did it
abuse its discretion by distributing the death benefits to the ex-husband
as he was the sole beneficiary under the only valid designation; ERISA
does not preempt post-distribution suits against recipients, and
decedent's administrator had standing to bring this claim for breach of
contract; even if the parties' marital dissolution agreement was
ambiguous, a reasonable jury could find that they intended for the
agreement to waive the ex-husband's beneficiary interest in the 401(k)
benefits; if a jury finds the agreement did not waive the ex-husband's
beneficiary interests, the district court must consider whether equity
requires him to give them up on a theory of unjust enrichment; the
district court did not err in granting the ex-husband summary judgment on
the estate's conversion and civil theft claims; in sum, summary judgment
for the ex-husband on claims for breach of contract and unjust enrichment
is reversed and the case is remanded for further proceedings.