Jacklyn Wille

Arlington

Litigation Reporter at Bloomberg Law

Litigation reporter @BLaw, mostly ERISA. Quasi chef, college hoops fan, famously complicated, often tedious.

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Articles

Whole Foods Settles With Workers Over Retirement Plan Fee Levels

6 days ago | news.bloomberglaw.com | Jacklyn Wille

plans to settle a class action by workers challenging the fees associated with the grocer’s $1.9 billion retirement plan. The parties struck a deal after a private mediation session and plan to file details of the agreement for court approval by mid-June, they said in a status report filed Thursday in the US District Court for the Western District of Texas.
Churchill Mortgage Stock Plan Class Action Settles for $850,000

6 days ago | news.bloomberglaw.com | Jacklyn Wille

Former employees of Tennessee mortgage lender Churchill Holdings Inc. negotiated an $850,000 class settlement in a lawsuit claiming their employee stock ownership plan was forced to overpay for shares purchased from the company’s chief executive.
International Bancshares Denied Arbitration Over 401(k) Strategy

6 days ago | news.bloomberglaw.com | Jacklyn Wille

International Bancshares Corp. lost its bid to arbitrate a dispute with a former worker who says the Texas-based bank mismanages its 401(k) plan by overinvesting in cash and short-term bonds with paltry returns. The plaintiff leading the proposed class action left International Bankshares and cashed out his retirement account before the plan was amended to include an arbitration requirement, Senior Judge David A.
Mass General Brigham Retirement Suit Settles for $8.25 Million

6 days ago | news.bloomberglaw.com | Jacklyn Wille

Boston’s Mass General Brigham Inc. struck an $8.25 million class settlement aimed at resolving claims that its retirement plan charges excessive fees while offering overly pricey funds. The deal, which covers more than 100,000 plan participants and beneficiaries since January 2016, represents between 20% and 30% of the participants’ total estimated damages in the case, according to a motion for settlement approval filed Thursday in the US District Court for the District of Massachusetts.
Mass General Brigham Retirement Suit Settles for $8.25 Million

6 days ago | news.bloombergtax.com | Jacklyn Wille

XYour Choices Regarding Cookies and IdentifiersWe and our 150 third party partners use cookies and similar technologies ("Cookies") and hashed identifiers (e.g., a hashed version of your name, email address or phone number) to help us identify you on our site and third-party sites and to process certain information, such as your IP address and digital identifiers, to analyze site usage and provide you with relevant advertisements and content.
Cornell Workers Score SCOTUS Revival of Retirement Plan Suit (1)

1 week ago | news.bloombergtax.com | Jacklyn Wille |Brian Flood |Carmen Castro-Pagan

Cornell University employees will get another chance to challenge their retirement plan’s service provider arrangement after the US Supreme Court took a worker-friendly view of ERISA’s prohibited transaction rules. The justices’ unanimous opinion makes it easier for workers to successfully argue that retirement plan service provider arrangements violate the Employee Retirement Income Security Act’s prohibited transaction rules.
Cornell Workers Score SCOTUS Revival of Retirement Plan Lawsuit

1 week ago | news.bloombergtax.com | Jacklyn Wille |Brian Flood |Carmen Castro-Pagan

Cornell University employees will get another chance to challenge their retirement plan’s service provider arrangement after the US Supreme Court took a worker-friendly view of ERISA’s prohibited transaction rules. Retirement plan participants challenging a service provider arrangement under ERISA’s prohibited transaction rules can make a viable case without pleading that the statute’s exemptions don’t apply to their case, the Supreme Court said Thursday in a unanimous opinion.
Cornell Workers Score SCOTUS Revival of Retirement Plan Lawsuit

1 week ago | news.bloombergtax.com | Jacklyn Wille |Brian Flood |Carmen Castro-Pagan

Cornell University employees will get another chance to challenge their retirement plan’s service provider arrangement after the US Supreme Court took a worker-friendly view of ERISA’s prohibited transaction rules. Retirement plan participants challenging a service provider arrangement under ERISA’s prohibited transaction rules can make a viable case without pleading that the statute’s exemptions don’t apply to their case, the Supreme Court said Thursday in a unanimous opinion.
Inspire Brands Sued Over Tobacco Penalty in Worker Health Plan

1 week ago | news.bloomberglaw.com | Jacklyn Wille

Inspire Brands Inc. mismanages its health-care plan by charging penalties to workers who smoke without providing an avenue for having the fees retroactively refunded, three current and former employees said in a proposed class complaint. The lawsuit, filed Tuesday in the US District Court for the Northern District of Georgia, challenges Inspire’s practice of charging annual fees ranging between $390 and $780 to tobacco-using employees enrolled in its health plan.
Inspire Brands Sued Over Tobacco Penalty in Worker Health Plan

1 week ago | news.bloombergtax.com | Jacklyn Wille

XYour Choices Regarding Cookies and IdentifiersWe and our 150 third party partners use cookies and similar technologies ("Cookies") and hashed identifiers (e.g., a hashed version of your name, email address or phone number) to help us identify you on our site and third-party sites and to process certain information, such as your IP address and digital identifiers, to analyze site usage and provide you with relevant advertisements and content.