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Employer Has Burden Of Pro<strong>of</strong> In Age Cases, Says High Court<br />

June 19, 2008, By Arthur D. Postal, NU Online News Service [Excerpt]<br />

The Supreme Court ruled today that it is an employer’s responsibility to prove that an employee was laid <strong>of</strong>f for<br />

reasons other than age.<br />

Interpreting the Age Discrimination in Employment Act <strong>of</strong> 1967, the court held that an employer bears “both the<br />

burden <strong>of</strong> production and the burden <strong>of</strong> persuasion” for the “reasonable factors other than age.” The decision<br />

was handed down in Meacham vs. Knolls Atomic Power Laboratory, 06-1505.<br />

The case dealt with whether the burden <strong>of</strong> pro<strong>of</strong> will rest with employees who file suit claiming age bias, or with<br />

the employer letting them go.<br />

Paul Mickey, a partner and employment practices specialist at Steptoe & Johnson here in Washington, said he<br />

is advising that, as a result <strong>of</strong> this decision, “it is vital for an employer taking steps that may disproportionately<br />

affect older workers--such as implementing a reduction-in-force--to be prepared to support its actions with solid<br />

analysis and documentation, so as to meet its burden <strong>of</strong> persuading the judge or jury that it was motivated by<br />

good business justifications and not by age bias."<br />

The case that was decided involved Knolls Atomic Power Laboratory, a government-owned naval research<br />

facility. The justices, by 7-1, said employers defending themselves in certain age discrimination cases must<br />

provide convincing evidence that factors other than age were the basis for their decisions involving a worker.<br />

At the Knolls research facility there were involuntary lay<strong>of</strong>fs in 1996 that were based on number <strong>of</strong> years on the<br />

job, performance and skills.<br />

Justice David H. Souter said the “text and structure <strong>of</strong> the reasonable factors other than age” affirmative<br />

defense under the ADEA showed that Congress meant to create an “affirmative defense for which the burden<br />

<strong>of</strong> persuasion falls on the employer.” He said earlier court precedents made clear that a disparate-impact claim<br />

under the ADEA must isolate and identify “the specific employment practices that are allegedly responsible for<br />

any observed statistical disparities.”<br />

Justice Souter said, “This is not a trivial burden, and it ought to allay some <strong>of</strong> the concern that recognizing an<br />

employer’s burden <strong>of</strong> persuasion on an RFOA [reasonable factor other than age] defense will encourage strike<br />

suits or nudge plaintiffs with marginal cases into court; but in the end, such concerns have to be directed at<br />

Congress, which set the balance by both creating the RFOA exemption and writing it in the orthodox format <strong>of</strong><br />

an affirmative defense.”<br />

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