Heather Cogdell v. Reliance Standard Life Insurance Company

Circuit 4Mar 3, 2026

Split Score

SplitScore: 73/100

Case Summary

Disposition

Affirmed

The Fourth Circuit held that when an ERISA disability-plan administrator fails to issue a decision on an internal appeal within the 45-day regulatory deadline (and cannot justify an extension with valid “special circumstances”), the administrator forfeits any discretionary authority and the district court must review the benefit denial de novo. Because Reliance Standard issued its appeal decision 25 days late and without a valid extension, the panel affirmed the district court’s de-novo ruling that Heather Cogdell is entitled to long-term-disability benefits.

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Circuit Split Identified

Legal Issue

Whether an ERISA plan administrator’s untimely decision on an internal appeal eliminates deferential (abuse-of-discretion) judicial review and requires a court to apply de-novo review of the benefit claim.

Circuit Positions

Circuit 2Circuit 3Circuit 4(this circuit)Circuit 7Circuit 9Circuit 10

Untimely or absent appeal decision forfeits discretionary authority; courts apply de-novo review.

Circuit 5Circuit 8

Procedural/timing violation is only a factor within abuse-of-discretion review; discretion is not forfeited.

Conflict Summary

Several circuits treat a missed regulatory deadline as a forfeiture of fiduciary discretion, mandating de-novo review of the claim, while other circuits view the timing violation as merely a procedural irregularity that is weighed under abuse-of-discretion review but does not change the standard.

Parties & Counsel

Parties

Appellant:Reliance Standard Life Insurance Company
Appellee:Heather Cogdell

Legal Counsel

Appellant:Wilson, Elser, Moskowitz, Edelman & Dicker LLP
Appellee:Benjamin W. Glass, III & Associates