This page contains information regarding Lee / Pundt v. Verizon, a litigation concerning Verizon management retirees challenging the transfer out of their pension plan into Prudential Insurance Annuities. The case is Lee, et al., v. Verizon Communications Inc., et al.
- December 13, 2016 – Verizon Retirees’ Brief in Support of Second Petition to U.S. Supreme Court for a Writ of Certiorari Review
- August 2, 2016 – Verizon’s Supplemental Brief, as Requested by the Fifth Circuit, following the United States Supreme Court’s Order For Reconsideration of the Case
- July 18, 2016 – Retirees’ Supplemental Brief, as Requested by the Fifth Circuit, following the United States Supreme Court’s Order for Reconsideration of the case
- June 24, 2016 – Official Judgment by U.S. Supreme Court Granting Petition for Certiorari Review and Remanding the Case Back to the Fifth Circuit Court of Appeals
- March 7, 2016 – Verizon Retirees’ Reply Brief in Support of Petition to U.S. Supreme Court for a Writ of Certiorari Review
- February 18, 2016 – Verizon’s Brief in Opposition to Verizon Retirees’ Petition to U.S. Supreme Court Writ of Certiorari Review
- January 19, 2016 – Pension Rights Center’s Amicus Brief in Support of Verizon Retirees’ Petition to U.S. Supreme Court for a Writ of Certiorari Review
- December 15, 2015 – Retirees’ Petition to U.S. Supreme Court for a Writ of Certiorari Review
- September 16, 2015 – Fifth Circuit’s Order Denying Rehearing
- August 31, 2015 – Retirees Petition For Panel Rehearing
- August 17, 2015 – Fifth Circuit’s Decision Affirming Judgment Against Retirees
- February 11, 2015 – Press Release Federal Appeals Court Hears Arguments in Verizon Retirees’ Pension Class Action Litigation Read More…
- February 4, 2015 – Curtis Kennedy making Oral Argument to the Fifth Circuit Court of Appeals to udge Benavides, Judge Southwick and Judge Costa. HEAR THE AUDIO CLIP
- December 17, 2014 – Notice: Oral Argument Hearing Set for Wednesday, February 4, 2015
- December 2, 2014 – Notice of Oral Argument Hearing (Please Note: The appellate court will conduct an oral argument hearing for the Lee Case during the first week in February 2015. The exact date and hour has not been determined and, when known, will be posted.
- October 6, 2014 – Retirees-Appellants’ Reply Brief (Please Note: This is the final legal brief to be filed. Now, both sides await notice from the Appellate Court on when the case will be scheduled for an oral argument hearing before a 3-judge panel to decide the case. This could be several months from now. ONCE RECEIVED, A NOTICE OF THE HEARING DATE WILL BE POSTED)
- September 22, 2014 – Verizon/Appellees’ Appellate Brief
- August 4, 2014 – Appellants’ (Transferred Retirees and Remaining Verizon Plan Participants) Opening Brief
- May 5, 2014 – Notice of Appeal
- April 11, 2014 – Final Judgement
- April 11, 2014 – Final Order Dismissing the Case
- January 17, 2014 – Order Setting Court Hearing on March 7, 2014
- September 17, 2013 – Verizon Defendant’s Reply Brief for Motion to Dismiss the Second Amended Complaint
- August 29, 2013 – Plaintiffs/Retirees’ Opposition To Verizon Defendants’ Motion to Dismiss the Second Ammended Complaint
- July 25, 2013 – Verizon Defendant’s Motion to Dismiss the Second Amended Complaint
- July 12, 2013 – Second Amended Complaint
- July 10, 2013 – Update Report
- June 24, 2013 – Memorandum Opinion and Order on Motion to Dismiss
- May 28, 2013 – Plaintiffs’ Surreply Brief
- May 21, 2013 – Order Granting Plaintiffs’ Permission to File Surreply Brief
- May 17, 2013 – Plaintiffs’ Motion for Leave to File Surreply Brief
- May 1, 2013 – Update Report
- April 1, 2013 – Verizon Defendant’s Reply Supporting Motion to Dismiss the Amended Complaint
- March 28, 2013 – Order for Class Certification
- March 28, 2013 – Joint Motion for Class Certification
- March 18, 2013 – Plaintiffs’/Retirees’ Response Opposing Motion to Dismiss
- February 25, 2013 – Verizon Defendants’ Motion to Dismiss the Amended Complaint
- February 14, 2013 – Scheduling Order
- January 28, 2013 – Order Denying Verizon’s Motion to Dismiss as Moot
- January 25, 2013 – Plaintiffs/Retirees’ Amended Complaint
- January 25, 2013 – Plaintiffs’ Response to Verizon’s Motion to Dismiss
- January 9, 2013 – ORDER to Submit Proposed Scheduling Order by February 8, 2013
- January 4, 2013 – Stipulation to Dismiss Prudential With Certain Conditions
- January 4, 2013 – Verizon’s Motion to Dismiss Complaint
- December 15, 2012 – Verizon’s Letter/Announcement Stating Annuity Transaction Completed
- December 7, 2012 – ORDER Denying Retirees’ Application for Temporary Restraining Order and Denying Retirees’ Motion for Preliminary Injunction
- December 6, 2012 – Retirees’ Reply Brief in Support of Retirees’ Motion for Preliminary Injunction
- December 5, 2012 – Verizon’s Opposition to Retirees’ Application and Motion
- December 5, 2012 – Prudential’s Opposition to Retirees’ Application and Motion
- November 30, 2012 – Retirees’ Brief in Support of Retirees’ Motion for Preliminary Injunction
- November 30, 2012 – Retirees’ Motion for Preliminary Injunction
- November 29, 2012 – Order for Briefing
- November 28, 2012 – Retirees’ Brief Supporting Retirees’ Application for Temporary Restraining Order
- November 28, 2012 – Retirees’ Application for Temporary Restraining Order
- November 27, 2012 – Complaint for Class-wide Relief
- October 24, 2012 – Verizon website and Q&A
- October 24, 2012 – Verizon Notice/Letter to Affected Retirees
- October 17, 2012 – Definitive Purchase Agreement
- October 17, 2012 – Fiduciary Counselor’s Opinion Letter
- October 17, 2012 – Amendment to Verizon Management Pension Plan
- October 17, 2012 – Verizon Board Resolutions to Transfer Management Retirees
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