Brundage v. Pension Associates Retirement Planning LLC et al
| Lynne Brundage and Michael Brundage |
| Pension Associates Retirement Planning LLC and Morgan Stanley & Co., L.L.C. |
| 7:2018cv02473 |
| March 20, 2018 |
| US District Court for the Southern District of New York |
| White Plains Office |
| Rockland |
| Kenneth M. Karas |
| Employee Retirement Income Security Act of 1974 |
| 29 U.S.C. ยง 1132 |
| Plaintiff |
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Available Case Documents
The following documents for this case are available for you to view or download:
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Filing
60
ORDER: The parties are directed to file a joint letter by no later than October 27, 2023, providing the Court with an update on the status of the case. The letter should detail the progress of discovery in the prior month and the anticipated next steps in the upcoming month. SO ORDERED. (Signed by Magistrate Judge Victoria Reznik on 9/27/2023) (tg)
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Filing
59
DISCOVERY ORDER: The above-referenced action has been referred to the undersigned for general pre-trial purposes. See 28 U.S.C. §636(b)(1)(A). All pre-trial applications submitted to the undersigned must comply with this Court's Individual Practices. As further set forth by this Order. SO ORDERED. (Signed by Magistrate Judge Victoria Reznik on 9/26/2023) (tg)
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Filing
51
ORDER. The Court waives the Initial Pre-trial Conference and directs the parties to jointly complete a Case Management Plan and Scheduling Order (blank form attached hereto). Said Scheduling Order shall be filed by June 21, 2023. After review and approval of the Scheduling Order, the Court will issue an Order of Reference to Magistrate Judge Victoria Reznik for generalpretrial purposes. The parties are directed to contact Judge Reznik within seven (7) business daysof the date of the Order of Reference to schedule a conference. SO ORDERED. (Signed by Judge Nelson Stephen Roman on 5/30/23) (yv)
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Filing
31
ORDER: Accordingly, it is hereby ORDERED that the Clerk of Court vacate the stay in the instant proceeding. It is further ORDERED that the Clerk of Court vacate the Order to Show Cause at ECF No. 29. The parties are directed to submit a Stipula tion of Dismissal as to Defendant Morgan Stanley. Plaintiff is granted leave to file an Amended Complaint and is directed to do so by February 24, 2023. Defendant is directed to answer or otherwise seek leave to respond to the Amended Complaint by March 17, 2023. Case Stay Lifted. (Signed by Judge Nelson Stephen Roman on 2/3/2023) (ate)
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Filing
27
OPINION AND ORDER: For the foregoing reasons, Defendant Morgan Stanley's motion to compel arbitration and stay this proceeding is GRANTED. Defendant Pension Associate's motion to dismiss is DENIED without prejudice to renew once the stay in this matter is lifted. The Clerk of the Court is directed to stay this case. Plaintiffs and Defendant Morgan Stanley are directed to promptly pursue arbitration and to notify the Court and Defendant Pension Associates when the arbitration is concluded. The Court is directed to terminate the motions at ECF Nos. 15, 20, and 21. SO ORDERED., Case stayed. (Signed by Judge Nelson Stephen Roman on 6/13/2019) (jca) Transmission to Orders and Judgments Clerk for processing.
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