Bar and Court Admissions |
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- Connecticut
- District of Columbia
- U.S. Supreme Court
- U.S. Court of Appeals for the First, Third, Fourth, Sixth, and Eleventh Circuits
- District of Columbia Court of Appeals
- U.S. District Court for the District of Colorado
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Education |
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- J.D., University of Connecticut School of Law, 1972 (with high honors; Notes Editor of Law Review, 1971-1972)
- B.A., Clark University, 1969
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Professional Affiliations |
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- Member, American Bar Association; Business Law, Tort and Insurance
- Member, Connecticut Bar Association
- Member, District of Columbia Bar Association
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 | | | Stephen H. Goldberg PartnerWashington, D.C. Email: shg@jordenusa.com Phone: 202.965.8113 Fax: 202.965.8104 Stephen H. Goldberg is chair of the Firm's ERISA and Tax Law practice. He has in-depth experience in ERISA litigation, ERISA counseling, appellate litigation, insurance and securities law. Prior to joining Jorden Burt in 1991, he was the senior lawyer for group retirement operations at Aetna Life & Casualty and subsequently, Aetna's senior lawyer for securities law, ERISA, M&A, antitrust, and general corporate matters. A well-known ERISA expert, Mr. Goldberg served as chair of the ERISA Fiduciary Task Force of the American Counsel of Life Insurers from 1987 to 1991, and is the co-author of the Handbook on ERISA Litigation, Wolters Kluwer Law & Business/ Aspen Publishers (1992)(3d ed. 2007), a comprehensive industry resource that has been cited in over 48 federal district and appellate court decisions.
Representative Matters
- Thorn v. Jefferson-Pilot Life Ins. Co., 445 F.3d 311 (4th Cir. 2006)
- Sereboff v. Mid-Atlantic Med. Serv., Inc., 126 S. Ct. 1869 (2006)
- Fenton v. John Hancock Mutual Life Ins. Co., 400 F.3d 83 (1st Cir. 2005)
- Bradberry v. John Hancock, 222 F.R.D. 568 (W.D. Tenn. 2004)
- CIGNA/CG Trust Company (In re Dynegy, Inc. ERISA Litig.), 309 F. Supp. 2d 861 (S.D. Tex. 2004)
- Great-West Life & Annuity Ins. Co. v. Knudson, 534 U.S. 204 (2002)
- Hamilton v. AIG Life Ins. Co., 182 F. Supp.2d 39 (D.D.C. 2002)
- Adelstein v. Unicare Life & Health Ins. Co., 2002 WL 87035 (11th Cir. 2001)
- In re LifeUSA Holding Inc., 242 F.3d 136 (3d Cir. 2001)
- Mentis v. Del. Am. Life Ins. Co., 2000 WL 973299 (Del. Super. May 30, 2000)
- Baymiller et al. v. Guarantee Mutual Life Company et al., No. SA CV 99-1566 (C.D. Cal.)
- Eitan Sadeh v. Aetna, Inc., No. CA-95-3674RSWL, (C.D. Cal.)
- John Hancock Mut. Life Ins. Co. v. Harris Trust Sav. Bank, 510 U.S. 86 (1993)
- Mertens v. Hewitt Assocs., 508 U.S. 248 (1993)
Speeches and Publications
- Co-Author: "Handbook on ERISA Litigation," Wolters Kluwer Law & Business/Aspen Publishers (3d ed. 2007)
- Co-Author: "The Case for the Nonapplication of ERISA to Insurer's General Account Assets," XXI Tort and Insurance Law Journal (1984)
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