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

Legacy Health Sued Over Retirement Plan Fund, Forfeiture Usage

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

COURT: D. Or.TRACK DOCKET: No. 3:25-cv-01041 (Bloomberg Law subscription)Legacy Health was sued by four former employees who say the Oregon-based health system mismanages their retirement plans through a faulty stable value fund and improper use of plan forfeitures.
Pride Mobility Cleared for $2.1 Million Stock Plan Settlement

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

Pride Mobility Products Corp. finalized a $2.1 million class settlement with workers who challenged the cash holdings in their employee stock ownership plan. The agreement, which is slated to benefit about 1,500 people covered by the Pride Mobility ESOP since May 2018, represents at least 40% of the class members’ alleged losses at the time of mediation, according to court filings.
Pride Mobility Cleared for $2.1 Million Stock Plan Settlement

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

Pride Mobility Products Corp. finalized a $2.1 million class settlement with workers who challenged the cash holdings in their employee stock ownership plan. The agreement, which is slated to benefit about 1,500 people covered by the Pride Mobility ESOP since May 2018, represents at least 40% of the class members’ alleged losses at the time of mediation, according to court filings.
Dartmouth-Hitchcock Retirement Fee Lawsuit Settles for $850,000

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

Dartmouth-Hitchcock Clinic agreed to pay $850,000 to resolve a lawsuit by workers challenging the fees and investment options in the New Hampshire health system’s retirement plans. The proposed deal is slated to benefit about 31,256 people covered by a pair of Dartmouth-Hitchcock retirement plans since March 2016, according to a Tuesday motion seeking settlement approval in the US District Court for the District of New Hampshire.
Tower Health Sued Over Worker Retirement Plan Fees, Investment

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

COURT: E.D. Pa.TRACK DOCKET: No. 5:25-cv-03062 (Bloomberg Law subscription)Pennsylvania-based Tower Health System was hit with a proposed class action by workers who say their retirement plan is plagued by excessive fees and a poorly performing guaranteed interest contract.
Tower Health Sued Over Retirement Plan’s Fees, Investment (1)

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

Pennsylvania-based Tower Health System was hit with a proposed class action by workers who say their retirement plan is plagued by excessive fees and a poorly performing guaranteed interest contract. Tower’s retirement plan, which held $967 million in assets and covered more than 16,000 people as of 2023, paid annual recordkeeping fees that ranged between $67 and $83 per person, the workers said in a complaint filed Monday in the US District Court for the Eastern District of Pennsylvania.
Carpenter Co. Ex-Worker Seeks Class Status Over COBRA Notices

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

A former E.R. Carpenter Co. worker sought permission to represent a class of thousands in a lawsuit saying the company failed to properly inform departing workers of their right to keep their health insurance coverage. The worker asked Judge Kathryn Kimball Mizelle to certify a nationwide class of participants in Carpenter’s health plan who received COBRA notices but didn’t elect coverage, along with a similar state-wide class consisting of Florida residents.
Carpenter Co. Ex-Worker Seeks Class Status Over COBRA Notices

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

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Lockheed Cites New SCOTUS Case in Bid to Dismiss 401(k) Lawsuit

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

Lockheed Martin Corp. asked a federal judge to dismiss litigation over its in-house 401(k) service provider and funds, calling the allegations against it a “conspiracy theory” that’s easily refuted by public documents and federal guidance. Lockheed’s motion gives Judge Theodore D. Chuang an early opportunity to interpret the US Supreme Court’s April decision in Cunningham v.
Lockheed Cites New SCOTUS Case in Bid to Dismiss 401(k) Lawsuit

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

June 17, 2025, 2:57 PM UTC A sign for Lockheed Martin in Colorado Springs, Colo., Dec. 4, 2003. Photographer: Kevin Moloney/Getty Images Judge tasked with weighing ERISA prohibited transaction rulesJustices took plaintiff-friendly view of these rules in AprilLockheed Martin Corp. asked a federal judge to dismiss litigation over its in-house 401(k) service provider and funds, calling the allegations against it a “conspiracy theory” that’s easily refuted by public documents and federal guidance.