/f3d/887/0799-01

United States Court of Appeals for the Seventh Circuit · 2018-04-11

Original case on neochart.com

Case and law context

29 U.S.C. §§ 621–634

Role: background; posture: appeal from pleading dismissal of pension amendment challenge; result: claimant-lost; claim:

Instances and excluded annotation blocks

Annotation blocks, including explicitly excluded context
CaseElementHolding and scopeVariantExact source quotations
/f3d/887/0799-01 — United States Court of Appeals for the Seventh Circuit · 2018Judicial impact requirement to identify a particular practicenot_reached
Excluded from merits counts
background / merits

The actual pension-accrual holding is under section 623(i), not the catalogue’s ordinary subsection (a)(2) impact route. No generic age-disparity merits outcome is inferred.
pension/section-623-i-compliance
He acknowledges that the plan as a whole, and the 2012 amendment, is age-neutral, for pension eligibility is distinct from age.
Source: docroot/ir/caselaw/f3d_887.jsonl#/f3d/887/0799-01; Unicode character offsets [7646:7773] (end exclusive); SHA-256 1d379fb1c9ccccfd883302d5edad3f17267e485c766f39a3fdc557af10931dc1.

Evidence kind: fact; polarity: supports; absent flag: 0; quoted-rule flag: 0 (1 = tagged; 0 = not tagged)

The Northern Trust pension plan, both before and after the 2012 amendment, complies with § 623(i). Benefits depend on the number of years of credited service and the employee's salary, not on age.
Source: docroot/ir/caselaw/f3d_887.jsonl#/f3d/887/0799-01; Unicode character offsets [10329:10525] (end exclusive); SHA-256 1d379fb1c9ccccfd883302d5edad3f17267e485c766f39a3fdc557af10931dc1.

Evidence kind: held; polarity: not recorded; absent flag: 0; quoted-rule flag: 0 (1 = tagged; 0 = not tagged)

Court interpretations recorded from this case

interpretation

In other words, a pension plan that complies with § 623(i) does not violate the ADEA.

/f3d/887/0799-01 — United States Court of Appeals for the Seventh Circuit · 2018

In other words, a pension plan that complies with § 623(i) does not violate the ADEA.
Source: docroot/ir/caselaw/f3d_887.jsonl#/f3d/887/0799-01; Unicode character offsets [10243:10328] (end exclusive); SHA-256 1d379fb1c9ccccfd883302d5edad3f17267e485c766f39a3fdc557af10931dc1.

These are conditional statutory qualifications, not an actuarial compliance finding. Teufel's pinned sentence supports (i)(4) compliance, not a freestanding f(2) defense. An (i)(1) assessment must examine all relevant (i)(2)-(10) conditions; this core formula does not independently model every hybrid-conversion violation.