Robnett v. Board of Retirement for the San Jose Police & Fire Department, et al., No. 24-CV-02385-NC (N.D. Cal. 2024) (defending retirement plan’s denial of inclusion of military service time in pension calculation for failure to meet the terms of USERRA and San Jose Municipal Code requirements)
Weirum v. Santa Barbara County Employees’ Retirement Sys., No. 22CV04584 (Cal. Super. Ct., Cnty. of Santa Clara 2023) (defending retirement board’s exclusion of required overtime pay where not ordinarily served in members’ classification)
Palma v. Orange County Employees’ Retirement Sys., No. 30-2022-01280823-CU-WM-CJC (Cal. Super. Ct., Orange Cnty. 2023) (defending retirement board’s denial of disability retirement application)
Wilmot v. Contra Costa County Employees’ Retirement Ass’n, No. N22-0302 (Cal. Super. Ct., Cnty. of Contra Costa 2023) (defending retirement board’s decision to not reinstate forfeited benefits upon subsequent reduction of felony conviction to misdemeanor following completion of probation)
Szewczyk v. Orange County Employees’ Retirement Sys., No. 30-2022-01268984-CU-WM-CJC (Cal. Super. Ct., Orange Cnty. 2023) (defending retirement board’s exclusion of required overtime pay where not ordinarily served in members’ classification)
Morell v. Orange County Employees’ Retirement Sys., No. 22STCP02345 (Cal. Super. Ct., Cnty. of Los Angeles 2023) (defending retirement board’s denial of the pensionability of flexible benefit payments for health care reimbursements)
Shahrivar v. Board of Administration of the Federated City Employees’ Retirement Sys. of City of San Jose, No. 20CV366329 (Cal. Super. Ct., Cnty. of Santa Clara 2023) (defending plan against discrimination and due process claims asserted by member with pending service-connected disability retirement application)
Casson v. Orange County Employees’ Retirement Sys., 87 Cal. App. 5th 1204 (Cal. Ct. App. 2023) (defending the retirement board’s interpretation of a disability retirement offset statutory provision to a retired member who consecutively retired from two different retirement systems)
Superior Court of California, County of Alameda v. Alameda County Sheriff’s Office, No. RG19041329 (Cal. Super. Ct., Cnty. of Santa Clara 2022) (assigned to retired Judge Steven Perren) (resulted in favorable renegotiated memorandum of understanding between Superior Court and sheriff’s office and in settlement regarding adequate staffing for court security)
Nowicki v. Contra Costa County Employees’ Retirement Ass’n, No. C17-01266 (Cal. Super. Ct., Cnty. of Contra Costa 2022) (denying attorneys’ fees claim against retirement board under Cal. Civ. Proc. Code section 1021.5)
Williams v. Board of Administration of the Federated City Employees’ Retirement System of City of San Jose, No. 21CV376950 (Cal. Super. Ct., Cnty. of Santa Clara 2022) (upholding retirement board’s denial of inclusion of overtime pay when determining outside earnings calculation)
O’Neal v. Stanislaus County Employees’ Retirement Ass’n, 8 Cal. App. 5th 1184 (2017) (finding that retirement board’s actuarial and funding decisions did not violate California law; verdict for board on all counts upheld on appeal (No. F079201, Cal. Ct. App., 5th Dist. Dec. 8, 2021)
Los Angeles Police Protective League. v. Board of Fire and Police Pension Commissioners for City of Los Angeles, No. BC489113 (Cal. Super. Ct., Cnty. of Los Angeles 2022) (defending retirement board’s exercise of discretion in setting maximum health insurance subsidy benefit for plan retirees)
Nowicki v. Contra Costa County Employees’ Retirement Ass’n, 67 Cal. App. 5th 736 (2021) (defending retirement board’s application of Cal. Gov’t Code section 31539 of the County Employees’ Retirement Law of 1937 to adjust retirement allowance that appeared to be improperly inflated)
Alameda County Deputy Sheriff’s Ass’n v. Alameda County Employees’ Retirement Ass’n, 9 Cal. 5th 1032, 1098 (2020) (analyzing members' vested rights affected by state legislative reforms)
Orange County Employees’ Retirement System v. Orange County Dep’t of Education, No. 19STCP04023 (Cal. Super. Ct., Orange Cnty.) (upholding board of retirement’s imposition of litigation expenses as administrative costs on participating employer who resisted paying employer contributions)
Mijares v. Orange County Employees’ Retirement System, 32 Cal. App. 5th 316 (2019) (upholding retirement board policy for collecting employer contributions for a closed plan)
Bustamante v. Orange County Employees’ Retirement Sys., No. 30-2017-00898104-CU-WM-CJC (Cal. Super. Ct., Orange Cnty. 2018) (upholding retirement board’s application of forfeiture statute to convicted felon)
Shaifee v. Orange County Employees’ Retirement Sys., No. 30-2017-00902840-CU-WM-CJC (Cal. Super. Ct., Orange Cnty. 2018) (upholding retirement board’s application of forfeiture statute to convicted felon)
Wilmot v. Contra Costa County Employees’ Retirement Ass’n, 29 Cal. App. 5th 846 (2018) (upholding retirement board’s application of forfeiture statute to convicted felon), remanded on vested rights
O’Neal v. Stanislaus County Employees’ Retirement Ass’n. (2017) Cal. App. 5th , 2017 WL 712743 (finding that retirement board’s actuarial and funding decisions did not violate California law; on remand for trial, verdict for board on all counts, 2019; appeal pending)
Griffin v. Board of Administration for the Federated City Employees’ Retirement Sys., No. H043505, 2017 WL 3205833 (Cal. Ct. App. July 28, 2017) (upholding retirement board’s denial of service-connected disability retirement benefits in disability retirement appeal pursuant to Cal. Civ. Proc. Code section 1094.5) (unpublished)
Fry v. City of Los Angeles, 199 Cal. Rptr. 3d 694, 245 Cal. App. 4th 539 (Cal. Ct. App. 2016) (upholding city council’s delegation to retirement board the right to exercise discretion to establish pre-Medicare insurance premium subsidies), remanded to trial court
In re California Master Trust Cases, JCCP No. 4696 (Cal. Super. Ct. 2015) (reaching favorable settlement in defense of former trustee of California Master Trust, an investment fund consisting of a collection of preneed funeral arrangement agreements)