Broome v Regents of the University of California

Superior Court of the State of California, County of Alameda
Case No. RG14744056

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.

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