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Lee v. Verizon

This page contains information regarding litigation concerning Verizon management retirees challenging the transfer out of their pension plan into Prudential Insurance Annuities.  This case is Lee, et al., v. Verizon Communications Inc., et al., and is currently in Dallas Federal Court.

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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Association of BellTel Retirees Inc.
P.O. Box 33
Cold Spring Harbor, NY 11724
Phone:  (800) 261-9222 or (631) 367-3067
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