Robertson v. Pfizer Retirement Committee et al
Case Number:
1:20-cv-00672
Court:
Nature of Suit:
Judge:
Companies
Sectors & Industries:
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July 20, 2021
Fidelity Dodges Pfizer Retiree's Suit Over Lack Of Tax Advice
A Manhattan federal judge on Tuesday threw out a Pfizer retiree's claims accusing Fidelity Executive Services of botching his pension payouts by failing to provide him tax information when he used its advisory services to help develop his retirement plans.
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March 20, 2020
Ex-Pfizer Exec Fights Fidelity's Bid To Exit Pension Tax Suit
A former Pfizer executive shot back Friday at Fidelity's attempt to dodge his suit claiming he wasn't properly informed that he would owe taxes on a retirement payment he couldn't roll over, arguing the financial services company was trying to downplay its responsibilities.
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February 20, 2020
Ex-Pfizer VP Owed No Warning On Pension Tax, Fidelity Says
Fidelity did no wrong by not telling a former Pfizer executive he would owe taxes on a retirement payment he couldn't roll over and should be dismissed from his suit claiming fiduciary duty breaches, Fidelity recently told a federal court.