Veselovec v. Fidelity Workplace Investing LLC et al
Plaintiff: Robert Veselovec
Defendant: Fidelity Workplace Investing LLC doing business as Fidelity Investments and FMR LLC doing business as Fidelity Investments
Case Number: 2:2021cv00156
Filed: November 23, 2021
Court: US District Court for the Eastern District of Kentucky
Presiding Judge: William O Bertelsman
Referring Judge: Candace J Smith
Nature of Suit: Civil Rights: Jobs
Cause of Action: 29 U.S.C. § 623
Jury Demanded By: Plaintiff
Docket Report

This docket was last retrieved on January 18, 2022. A more recent docket listing may be available from PACER.

Date Filed Document Text
January 18, 2022 Opinion or Order Filing 16 SCHEDULING ORDER: A)DEADLINES AND CASE SCHEDULE 1. Rule 26(a)(1)Disclosures- By 01/24/2022. 2. Amended Pleadings by consent or motion and/or Motions to Join Additional Parties due by 3/1/2022. 3. Completion of Non-Expert and Fact Discovery due by 10/31/2022. 4. Status Report by close of non-expert and fact discovery(currently 10/31/2022). 5. Dispositive and Daubert Motions due by 1/3/2023. 6. Experts- a) Rule 26(a)(2)(A) expert identity disclosure accompanied by either (a)(2)(B) report or (a)(2)(C) summary disclosure-Plaintiffs experts by 10/31/2022, Defendants experts by 01/3/2023, Rebuttal experts by 01/31/2023. b) Completion of expert depositions by Defendants, of Plaintiffs experts by 11/30/2022, by Plaintiff, of Defendants experts by 01/17/2023. 7. Status Report by close of all discovery (currently 01/31/2023) 8. Deadline Extensions must be requested prior to expiration of the applicabledeadline. B. DISCOVERY DISPUTE PROCEDURE- 1. Parties shall confer directly and attempt to resolve discovery dispute, without judicial intervention. 2. If parties are unable to resolve the dispute, they shall resolve disagreement by scheduling an informal telephone conference with Chambers. 3. If unresolved after telephone conference, parties may file written motions. Signed by Magistrate Judge Candace J. Smith on 01/18/2022.(TDB)cc: COR
January 13, 2022 ***FILE SUBMITTED TO CHAMBERS of Candace J. Smith for review: #14 Order (ECO)
January 12, 2022 Opinion or Order Filing 14 ORDER: That this case be, and is hereby, REFERRED tothe Honorable Candace J. Smith, United States Magistrate Judge, toconduct any and all proceedings, pursuant to 28 U.S.C. 636(c). Signed by Judge William O. Bertelsman on 1/12/2022.(ECO)cc: COR
January 10, 2022 Opinion or Order Filing 13 ORDER: That the docket call set in this matter for Tuesday, January 11, 2022 be, and is hereby, CANCELLED. Signed by Judge William O. Bertelsman on 1/10/2022.(ECO)cc: COR
January 10, 2022 Filing 12 NOTICE of Appearance by Kathleen Cassidy Tranter on behalf of All Defendants Fidelity Workplace Investing LLC and FMR LLC (Tranter, Kathleen)
January 7, 2022 ***FILE SUBMITTED TO CHAMBERS of William O. Bertelsman for review: #11 Report of Rule 26(f) Planning Meeting (ECO)
January 6, 2022 Filing 11 JOINT REPORT of Rule 26(f) Planning Meeting. (Holden, Kelleene)
December 20, 2021 Opinion or Order Filing 10 ORDER: that said Docket Call be, and hereby is, set forTUESDAY, JANUARY 11, 2022 AT 1:00 P.M., to be held at the United States Courthouse, 35 West Fifth Street, Covington, Kentucky in the 5th Floor Courtroom. The parties shall confer and file a proposed scheduling order at least three (3) days before docket call. Counsel must attend the docket call in person and be sufficiently familiar with the case to answer any inquires the Court may have. Signed by Judge William O. Bertelsman on 12/20/2021.(ECO)cc: COR
December 20, 2021 ***FILE SUBMITTED TO CHAMBERS of William O. Bertelsman for review: #8 Answer to Complaint (ECO)
December 17, 2021 Filing 9 CORPORATE FRCP 7.1 DISCLOSURE STATEMENT by FMR LLC, Fidelity Workplace Investing LLC. (Holden, Kelleene)
December 17, 2021 Filing 8 ANSWER to #1 Complaint by FMR LLC, Fidelity Workplace Investing LLC.(Holden, Kelleene)
December 14, 2021 Filing 7 SUMMONS Returned Executed by Robert Veselovec via US Postal Service to Fidelity Workplace Investing LLC served on 11/24/2021, answer due 12/15/2021. (Attachments: #1 Exhibit A: Returned Service)(O'Hara, Michael)
December 8, 2021 Filing 6 SUMMONS Returned Executed by Robert Veselovec via US Postal Service to FMR LLC served on 11/24/2021, answer due 12/15/2021. (Attachments: #1 Exhibit A-Certified Mail Return Receipt Card)(O'Hara, Michael) Modified text to correctly describe documen ton 12/8/2021 (ECO).
December 8, 2021 NOTICE OF DOCKET MODIFICATION TO Michael O'Hara re #6 Summons Returned Executed; Error: attachment was insufficiently described as "Exhibit A." Entry by attorney; Correction: the Clerk renamed the attachment.Attachments must be adequately described. Example: Exhibit A (incorrect);Exhibit A Affidavit of John Doe (correct). No further action required bycounsel. cc: COR (ECO)
November 24, 2021 Filing 5 Summons Issued as to FMR LLC, Fidelity Workplace Investing LLC; Summons issued and returned to counsel electronically (ECO)
November 24, 2021 Filing 4 NOTICE OF FILING by Robert Veselovec Summons for Service on Complaint (Attachments: #1 Summons, #2 Summons)(Beck, Aaron)
November 23, 2021 Opinion or Order Filing 3 STANDING REFERRAL ORDER: 1) Case referred to presiding Magistrate Judge to supervise discovery and pretrial proceedings; 2) Magistrate Judge is authorized to conduct all pretrial and status conferences, hold hearings is required, and rule on nondispositive motions. Dispositive motions and motions in limine will be referred by the Clerk of court to the undersigned. Subject to other provisions of law, the final pretrial conference and trial will be before the undersigned, unless the parties agree to a trial by a Magistrate Judge, pursuant to 28 USC 636(c). Signed by Judge William O. Bertelsman on 06/18/2010.(SLG)cc: COR
November 23, 2021 Filing 1 COMPLAINT (NO PROCESS REQUESTED). ( Filing fee $402; receipt number AKYEDC-5131614), filed by Robert Veselovec. (Attachments: #1 Civil Cover Sheet)(SLG)
November 23, 2021 Conflict Check run. (SLG)

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Plaintiff: Robert Veselovec
Represented By: Aaron M. Beck
Represented By: Michael J. O'Hara
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Defendant: Fidelity Workplace Investing LLC doing business as Fidelity Investments
Represented By: Kathleen Cassidy Tranter
Represented By: Kelleene Ann Holden
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Defendant: FMR LLC doing business as Fidelity Investments
Represented By: Kathleen Cassidy Tranter
Represented By: Kelleene Ann Holden
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