Rockwell Pension Settlement Website
The purpose of this website is provide information about the settlement in the class action lawsuit Mark Berube v. Rockwell Automation, Inc. et al., currently pending in the United States District Court for the Eastern District of Wisconsin.
This settlement affects certain participants and beneficiaries of the Rockwell Automation Pension Plan. Specifically, settlement affects the following defined class:
All married participants (and their beneficiaries) of the Plan’s B001 and B006 Sub-Plans whose normal form of benefits for unmarried participants was a [single life annuity] and who elected a [joint and survivor annuity] commencing on or after December 2, 2014, and before the Preliminary Approval Date and who accrued benefits in the form of a single life annuity. Excluded from the Class are Defendants and any individuals who are subsequently determined to be fiduciaries of the Plan.
Please read the Class Notice carefully to find out what the lawsuit is about, what the terms of the proposed Settlement are, what rights you have to object to the proposed Settlement Agreement if you disagree with its terms, and what deadlines apply.
Below you will find a table of important deadlines and links to relevant documents.
Important Deadlines
| Deadlines | Events |
|---|---|
| January 23, 2024 | The motion and supporting papers in support of the Fees, Expenses and Costs Award (including the Client Contribution Award), will be filed on or before January 23, 2024. |
| February 9, 2024 | Objections must be received by the Court on or before February 9, 2024 and must be served on Class Counsel and Defendants’ Counsel so that they are received on or before February 9, 2024. Service on counsel may be effected by email to both Class Counsel and Defendants’ Counsel, but filing with the Court must be by first-class mail. |
| February 9, 2024 | If you decide to hire counsel (at your own expense), your attorney must file a notice of appearance with the Court no later than February 9, 2024, and serve a copy of the notice on the counsel listed above the same day that it is filed. |
| March 1, 2024 | Any responses to Objections shall be filed with the Court no later than seven (7) days before the Final Approval Hearing. |
| March 8, 2024 | The Court will hold a Final Approval Hearing on March 8, 2024, at 9:30 a.m. Central Time, which will be held in Courtroom 390 of the United States District Court for the Eastern District of Wisconsin, 517 E. Wisconsin Ave., Milwaukee, WI 53202. The date and location of the Final Approval Hearing is subject to change by order of the Court, which will appear on the Court’s docket for the case. |
Important documents:
Plaintiff’s Unopposed Motion for Final Approval of Class Settlement (January 23, 2024).
Plaintiff’s Memorandum in Support of Unopposed Motion for Final Approval of Class Settlement
Plaintiff’s Motion for Award of Attorneys’ Fees, Reimbursement of Expnses, and Costs, and Award of a Case Contribution Award (January 23, 2024).
Plaintiff’s Memorandum in Support of Motion for Attorneys’ Fees, Costs, and Case Contribution Award.
Robert A. Izard Declaration (January 23, 2024).
Gregory Y. Porter Declaration.
The Settlement Agreement.
The Class Notice.
The Estate Claim Form (for when the participant and beneficiary are deceased).
Plaintiff's Memorandum in Support of Unopposed Motion for Preliminary Approval of Class Settlement (November 1, 2023).
The Complaint (December 2, 2020).
The docket as of January 23, 2024.