Case Overview
The Petitioners Anne Broome and William Gurtner filed this class action lawsuit on October 10, 2014. Petitioners are seeking increased benefits under the University of California Retirement Plan (“UCRP”) for themselves and a class that has been certified by the Court. Petitioners contend that class members are entitled to these increased benefits based on a 1999 resolution of the UC Regents adopting a “Restoration Plan” that included restoration of benefits that had been limited by application of a particular section of the Internal Revenue Code.
The Regents have denied all of Petitioners’ claims. The Court has not yet resolved the merits of those claims.
You may review the Class Action Complaint in the Case Documents section below.
Case Status
The Court dismissed the class action claims before trial. A non-jury trial on the remaining claims began on October 7, 2019. The trial concluded on October 16, 2019 and post-trial briefing was completed on November 20, 2019. We are currently awaiting a decision on this matter. We expect to appeal the Court’s dismissal of the class action claims once we receive a decision on claims that were tried.
We urge you to check this website as it will be updated periodically.
Practice Areas
07/01/2019
Notice05/29/2019
Order re Stipulation Approving Form Manner of Class Notice04/10/2019
Order re Denying Class Certification Promissory Estoppel02/05/2019
Order re Denying Motion to Amend Complaint01/29/2019
Order re Appoint Keller Rohrback Lead Counsel10/03/2018
Order re Motion for Judgment03/06/2017
Order on Stipulation of Class Certification10/01/2015
Order re Motion to Bifurcate06/15/2015
Answer to Verified Complaint and Petition for Mandate05/14/2015
Order re Overruling Demurrer10/10/2014
Class Action ComplaintAttorneys