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).
- November 6, 2024Case 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
- Joshua H. HaffnerHaffner Law PCRepresents John P. Shulak5 tracked casesjhh@haffnerlawyers.com · (213) 514-5681
- Vahan MikayelyanHaffner Law PCRepresents John P. Shulak3 tracked casesvh@haffnerlawyers.com · (213) 514-5681
- Alfredo TorrijosHaffner Law PCRepresents John P. Shulak4 tracked casesat@haffnerlawyers.com · (213) 514-5681
Counsel for defendants
- Rachel Lynn CaplerOrrick Herrington and Sutcliffe LLPRepresents BMO Financial Corp., Benefits Administration Committee of BMO Financial Corp.2 tracked casesrcapler@orrick.com · (415) 773-5700
- Michael J. PrameGroom Law GroupRepresents BMO Financial Corp., Benefits Administration Committee of BMO Financial Corp.4 tracked casesmprame@groom.com · (202) 861-6633
- Hannah M. StephensGroom Law Group, CharteredRepresents BMO Financial Corp., Benefits Administration Committee of BMO Financial Corp.2 tracked caseshstephens@groom.com · (202) 861-0152
- David P FuadOrrick Herrington and Sutcliffe LLPRepresents BMO Financial Corp., Benefits Administration Committee of BMO Financial Corp.4 tracked casesdfuad@orrick.com · (213) 612-2020
- Andrew R LivingstonOrrick Herrington and SutcliffeRepresents BMO Financial Corp., Benefits Administration Committee of BMO Financial Corp.alivingston@orrick.com · (415) 773-5700
Other cases these firms appear in
- Clark v. Centene Corporation ERISA Class Action · Haffner Law PC
- Perez v. Liberty Mutual Group ERISA Class Action · Haffner Law PC
- AT&T Services ERISA Class Action · Haffner Law PC
- T-Mobile Employment Civil Rights Class Action · Haffner Law PC
- Nufio v. Sweepsteaks Ltd. Fraud Class Action · Orrick, Herrington & Sutcliffe LLP
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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