Legal Opinion
Wetzler v. Illinois CPA Society & Foundation Retirement Income Plan
Court of Appeals for the Seventh Circuit
Decided November 10, 2009No. 08-2923PublishedCited by 18 opinions
1Opinion of the Court
KENDALL, District Judge.
After working twenty-two years, Plaintiff Thomas Wetzler (“Wetzler”) wanted a lump-sum disbursement of his entire retirement benefits from Illinois CPA Society & Foundation Retirement Income Plan (the “Plan”). At the time of his request, there were not enough assets in the Plan to cover his lump-sum payment. His request would have put the small plan in the hole and in violation of the Internal Revenue Code. Explaining that its obligations under the law and to the other participants in the Plan required it to do so, the Plan refused his request. Wetzler filed suit in…
2Cases cited11 opinions
- Firestone Tire & Rubber Co. v. BruchSupreme Court of the United States · 1989
- Central Laborers' Pension Fund v. HeinzSupreme Court of the United States · 2004
- Nick Russo v. Health, Welfare & Pension Fund, Local 705, International Brotherhood of TeamstersCourt of Appeals for the Seventh Circuit · 1993
- Kathleen Semien v. Life Insurance Company of North America, a Cigna Company, and Bp Long Term Disability (Ltd) PlanCourt of Appeals for the Seventh Circuit · 2006
- James Hess & John Hess v. Reg-Ellen MacHine Tool Corp. And Reg Ellen MacHine Tool Corp. Employee Stock Ownership PlanCourt of Appeals for the Seventh Circuit · 2005
6 more not listed; retrieve them via the Exa API.
3Cited by18 opinions
- Burns v. Orthotek, Inc. Employees' Pension Plan & TrustCourt of Appeals for the Seventh Circuit · 2011
- Clark v. Feder, Semo & Bard, P.C.District Court, District of Columbia · 2011
- Clark v. Feder, Semo & Bard, P.C.District Court, District of Columbia · 2010
- Clark v. Feder, Semo & Bard, P.C.District Court, District of Columbia · 2010
- Carter v. Pension Plan of A. Finkl & Sons Co.Court of Appeals for the Seventh Circuit · 2011
13 more not listed; retrieve them via the Exa API.