In re J.P. Morgan Chase Cash Balance Litigation Settlement Website
 

Welcome to the J.P. Morgan Chase Cash Balance Litigation Settlement website.

This website is designed to provide more information to current and former participants in the JPMorgan Chase Retirement Plan and certain of its predecessor cash balance plans regarding the settlement (the “Settlement”) of In re J.P. Morgan Chase Cash Balance Litigation and Bilello v. JPMorgan Chase Retirement Plan. Both actions are currently pending before the Honorable Denise Cote in the United States District Court for the Southern District of New York and have been consolidated solely for purposes of this settlement.

The settlement will result in a dismissal of the above actions, but will not change the pension benefit accrued by any participant under the JPMorgan Chase Retirement Plan or any of its predecessor plans.

The Court held a Fairness Hearing on June 25, 2010, at 3:00 PM, before the Honorable Denise Cote at the United States Courthouse, in Courtroom 11B at 500 Pearl Street, New York, NY 10007-1312, to determine whether the Settlement should be approved.  At the fairness hearing, the Court approved the settlement and counsel's request for a partial reimbursement of costs. The Court entered an Order and Final Judgment on July 15, 2010 granting final approval of the settlement and awarding out-of-pocket costs to some of the class representatives. A copy of the Order is available by clicking here.

Under the terms of the settlement, Defendants will provide a financial planning assistance program to Class members, as set forth in more detail in the Notice of Pendency of Class Action and Proposed Settlement (the “Notice”). A copy of the Notice is available by clicking here.  Beginning on or about October 25, 2010, Defendants distributed to Class members by U.S. Mail additional information regarding the financial planning assistance program and how Class members can access its services.

The Class of participants covered by this settlement consists of all persons who have or at any time had a vested benefit in the JPMorgan Chase Retirement Plan and/or its predecessor retirement plans and, at any time prior to January 1, 2002, were subject to a cash balance formula in one or more of the following retirement plans: (1) the Retirement and Family Benefits Plan of the Chase Manhattan Bank, N.A., (2) the Retirement Plan of the Chase Manhattan Bank and Certain Affiliated Companies, (3) the Cash Plan for Retirement of Chemical Bank and Certain Affiliates, and (4) the Retirement Plan of Chemical Bank and Certain Affiliated Companies.

Details on the specific terms and effects of the settlement and the class of participants covered by this settlement are included in the Notice. A copy of the Notice is available by clicking here.

Additional details of the proceedings In re J.P. Morgan Chase Cash Balance Litigation and Bilello v. JPMorgan Chase Retirement Plan actions and documents filed in each of those actions are available by clicking on the links to the right.

If you have any questions about the Notice, these actions, or the pending Settlement please contact the attorney for Plaintiffs listed on the Notice. Contact information for that attorney is also available by clicking here.

Links

- Notice of Pendency and Proposed Settlement
 
- Additional Information for In Re J.P. Morgan Chase Cash Balance Litigation
 
- Selected Case Documents for In Re J.P. Morgan Chase Cash Balance Litigation
 
- Information for the Bilello Action
 
- Selected Case Documents for Bilello v. JPMorgan Chase Retirement Plan
 
- Second Circuit decision in Hirt v. Equitable Ret. Plan, 533 F.3d 102 (2d Cir. 2008)
 
- See a list of predecessor cash balance plans covered by this settlement
 
- Attorney Contact Information
 
- For More Information

© 2009 Keller Rohrback L.L.P., Barroway Topaz Kessler Meltzer Check LLP, Kirby McInerney LLP, and Edgar Pauk, Esq. All Rights Reserved.