Romano et al v. John Hancock Life Insurance Company (USA)

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Case overview

Case Number:

1:19-cv-21147

Court:

Florida Southern

Nature of Suit:

Labor: E.R.I.S.A.

Multi Party Litigation:

Class Action

Judge:

Jonathan Goodman

Firms

Companies

Sectors & Industries:

  1. May 09, 2022

    Life Insurer Nabs Win Over Trustee's Foreign Tax Credit Suit

    A life insurance company didn't violate a fiduciary responsibility when it applied foreign tax credits to its own taxes, a Florida magistrate judge said Monday, tossing out a class action alleging those tax benefits belonged to retirement account beneficiaries.

  2. January 14, 2022

    401(k) Plan Trustees Get Class Cert. In Foreign Tax Credit Row

    A Florida federal judge certified a class of employee retirement plan administrators Friday in a suit accusing a life insurance company of improperly benefiting from $100 million in foreign tax credits and failing to pass along the funds.