Pension annuity calculations
Bakery v. Reichert
In brief
- Where it stands
- Petition Pending
Awaiting an order on the petition
- What it’s about
- The Bakery, Confectionery, Tobacco Workers and Grain Millers Pension Committee and several Kellogg-related companies and plan administrators ask the Supreme Court to review a divided Sixth Circuit ruling that allows courts to require reasonable calculation assumptions for certain pension payments to surviving spouses, even when the plan document specifies the assumptions.
- What's at stake
- The challenge concerns how certain payments to surviving spouses are calculated under the pension plans involved; the Supreme Court has not agreed to review it.
Summary: written with AI from the case record.
What it's about
Their petition was distributed for a conference; that step does not itself mean the Supreme Court agreed to hear the case or decided the dispute.
Federal law requires certain survivor pension payments to be equivalent in calculated value; the dispute is about which assumptions can be used to measure that value.
Question presented
Whether § 1055(d)’s requirement that certain annuities be “actuarial[ly] equivalen[t]” permits courts to impose an unwritten “reasonableness” requirement on a plan’s actuarial assumptions, or instead requires only mathematical equivalence under the assumptions specified in the plan document.
What happens next
The justices must decide whether to take the case. The petition was distributed for a Nov. 6, 2026 conference, but that does not guarantee an order on that date; no oral argument is scheduled.
Documents
Docket activity
New analysis added
AI analysis generated: Case Briefing
Case data updated: summary, question_presented, generation_metadata
Case data updated: question_presented, extraction_metadata
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Case data updated: documents, description, document_url, proceeding_type
Case data updated: documents, description, proceeding_type
Case data updated: documents, description, document_url, proceeding_type
Case data updated: documents, description, proceeding_type
Case data updated: documents, description, document_url, proceeding_type
Case data updated: documents, description, document_url, proceeding_type
Brief added: Petition
Sources
Primary materials from the Court and the parties. Grounded in docket records and cited sources. Official filings and opinions remain authoritative.