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BMO Financial ERISA Class Action

Last verified October 3, 2026Source: courtlistener-litigationHow ClaimWatch verifies cases

Still being litigated: the claims below are allegations, not findings, and there is no settlement, claim form or payout yet.

Where this case stands

In litigation

The case has been filed and is being fought in court. There is no settlement, no claim form and no payout yet; many class actions are dismissed or never certified.

Pending in the District Court, C.D. California (No. 2:24-cv-09615).

  1. November 6, 2024
    Case filed

What happened

A proposed class action against BMO Financial Corp., apparently concerning alleged violations of the Employee Retirement Income Security Act (ERISA) in connection with an employee benefit plan. The case was transferred from the Central District of California to the Northern District of Illinois, where motions to dismiss remain pending. These are allegations in a newly filed case, not proven facts and not yet a settlement.

Do you qualify?

No settlement exists yet, so there is nothing to file and no class definition to check. If the case settles, the settlement will define exactly who qualifies — watch this case and we'll let you know.

How to file

There is no claim to file yet. If this case reaches a settlement, a claim process will open — usually with an official settlement website and a filing deadline.

Common questions

Can I file a claim in the BMO Financial ERISA Class Action case?
No. The case is still being litigated — there is no settlement, no claim form, and no payout. It was filed November 6, 2024 in the District Court, C.D. California (No. 2:24-cv-09615).What a class action lawsuit is →
Who are the attorneys in the BMO Financial ERISA Class Action?
For the plaintiffs: Joshua H. Haffner (Haffner Law PC); Vahan Mikayelyan (Haffner Law PC); Alfredo Torrijos (Haffner Law PC). For BMO Financial Corp.: Rachel Lynn Capler (Orrick Herrington and Sutcliffe LLP); Michael J. Prame (Groom Law Group); Hannah M. Stephens (Groom Law Group, Chartered); David P Fuad (Orrick Herrington and Sutcliffe LLP). From the public court docket.

Who's involved

Plaintiffs

  • John P. Shulak

Defendants

  • Does
  • Benefits Administration Committee of BMO Financial Corp.
  • BMO Financial Corp.

Counsel for plaintiffs

Counsel for defendants

From the public court docket, contact details as filed; not an endorsement.

Guides:What is a class action lawsuit?How class membership worksYour options as a class member

Summarised from public settlement documents; confirm terms on the official settlement website. ClaimWatch is not a law firm, and filing a claim is free.

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