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HOWARD JARVIS TAXPAYERS v. CA SECURE CHOICE RET.

No. 20-15591.

997 F.3d 848 (2021)

HOWARD JARVIS TAXPAYERS ASSOCIATION; Jonathan Mark Coupal; Debra A. Desrosiers, Plaintiffs-Appellants, v. CALIFORNIA SECURE CHOICE RETIREMENT SAVINGS PROGRAM; John Chiang, California State Treasurer, Defendants-Appellees.

United States Court of Appeals, Ninth Circuit.

Filed May 6, 2021.

Attorney(s) appearing for the Case

Laura E. Dougherty (argued), Jonathan M. Coupal , and Timothy A. Bittle , Howard Jarvis Taxpayers Foundation, Sacramento, California, for Plaintiffs-Appellants.

Sharon L. O'Grady (argued), Deputy Attorney General; Paul Stein , Supervising Deputy Attorney General; Thomas S. Patterson , Senior Assistant Attorney General; Office of the Attorney General, San Francisco, California; R. Bradford Huss , Joseph C. Faucher , and Angel L. Garrett , Trucker Huss APC, San Francisco, California; for Defendants-Appellees.

Peter K. Stris , Rachana A. Pathak , Douglas D. Geyser , and John Stokes, Stris & Maher LLP, Los Angeles, California; Barbara R. Van Zomeren , Ascensus LLC, Brainerd, Minnesota; for Amicus Curiae Ascensus LLC.

Dara S. Smith and William Alvarado Rivera, AARP Foundation Washington, D.C.; Jeffrey Lewis , Erin Riley , and Rachel E. Morowitz , Keller Rohrback LLP, Seattle, Washington; for Amici Curiae AARP, AARP Foundation, California Hispanic Chamber of Commerce, Small Business California, Small Business Majority, Unidosus, United Ways of California, and Western Center on Law and Poverty.

Ellen F. Rosenblum , Attorney General, Office of the Attorney General, Salem, Oregon; Kwame Raoul , Attorney General; Jane Elinor Notz , Solicitor General; Sarah A. Hunger , Deputy Solicitor General; Office of the Attorney General, Chicago, Illinois; for Amici Curiae States of Illinois and Oregon.

Before: Andrew D. Hurwitz and Daniel A. Bress, Circuit Judges, and Clifton L. Corker, District Judge.

OPINION

This case presents a novel and important question in the law governing retirement benefits: whether the federal Employee Retirement Income Security Act of 1974 (ERISA), 29 U.S.C. § 1001, et seq., preempts a California law that creates a state-managed individual retirement account (IRA) program...

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