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DALE v. NFP CORP.

No. 20-cv-02942.

658 F.Supp.3d 620 (2023)

Kevin DALE, et al., Plaintiffs, v. NFP CORP., et al., Defendants.

United States District Court, N.D. Illinois, Eastern Division.

Signed March 1, 2023.

Attorney(s) appearing for the Case

Joshua B. Levy , Dieter Juedes , Husch Blackwell LLP, Milwaukee, WI, Kayla Elizabeth Schmidt , Husch Blackwell LLP, Chicago, IL, for Plaintiffs.

Paul Sullivan Gerding, Jr. , Kutak Rock LLP, Scottsdale, AZ, John Enrico Schembari , Pro Hac Vice, John Westerhaus , Pro Hac Vice, Kutak Rock LLP, Omaha, NE, Melissa Ann Bozeman , Pro Hac Vice, Oliver David Griffin , Pro Hac Vice, Kutak Rock LLP, Philadelphia, PA, Ruth S. Marcott , Pro Hac Vice, Kutak Rock LLP, Minneapolis, MN, for Defendants NFP Corp., Benefit Planning Services, Inc., Kestra Financial, Inc., Kestra Advisory Services, LLC, Jerry Korchak, Stephen Curry.

Paul Sullivan Gerding, Jr. , Kutak Rock LLP, Scottsdale, AZ, John Westerhaus , Pro Hac Vice, Kutak Rock LLP, Omaha, NE, Melissa Ann Bozeman , Pro Hac Vice, Oliver David Griffin , Pro Hac Vice, Kutak Rock LLP, Philadelphia, PA, Ruth S. Marcott , Pro Hac Vice, Kutak Rock LLP, Minneapolis, MN, for Defendant Kestra Investment Services, LLC.

John Westerhaus , Kutak Rock LLP, Omaha, NE, for Defendant NFP Corporate Services (IL), Inc.

MEMORANDUM OPINION AND ORDER

Plaintiffs, the Board of Trustees of a pension plan, the Northern Illinois Annuity Fund and Plan, bring this action under the Employee Retirement Income Security Act ("ERISA"), 29 U.S.C. § 1001, et seq., on behalf of the Plan and its participants. (Dkt...

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