25-1385·ERISA
Kelly Milligan v. Merrill Lynch, Pierce, Fenner & Smith, Inc.
Affirmed
Status
- Scheduled
- Argued
- Opinion Issued (current)
Question Presented
Whether Merrill Lynch's WealthChoice Contingent Award Plan is an "employee pension benefit plan" under 29 U.S.C. § 1002(2)(A)(ii); related issues.
Argument Date
January 29, 2026
Argument Time
9:30 a.m.
Panel
I
Courtroom
Red Courtroom (Room 412)
Lower Court Judge
Bell
Panel
Judge Wilkinson
Judge Wynn
Judge Berner
Citation
CaseKelly Milligan v. Merrill Lynch, Pierce, Fenner & Smith, Inc., No. 25-1385 (4th Cir. Apr. 17, 2026)
PanelWilkinson, Wynn & Berner, JJ.
Arguing Counsel
Panel That Day
4 of 4 cases argued January 29, 2026 before this panel have been decided.
Decided
24-1364
Covington Specialty Insurance Company v. Omega Restaurant & Bar, LLC
25-1385· This case
Kelly Milligan v. Merrill Lynch, Pierce, Fenner & Smith, Inc.
Authored by Judge Wynn
25-1429
Warner Guevara Martinez v. Pamela Bondi
25-1454
Cin Dale 3 v. Peoples Bank Corp.
Authored by Judge Wilkinson
Opinions
- Read opinion ↗April 17, 2026Majorityby Wynn
- Read opinion ↗April 17, 2026Concurrenceby Wilkinson
Disposition
Affirmed
April 17, 2026