July 20, 2021
A Manhattan federal judge on Tuesday threw out a Pfizer retiree's claims accusing Fidelity Executive Services of botching his pension payouts by failing to provide him tax information when he used its advisory services to help develop his retirement plans.
March 20, 2020
A former Pfizer executive shot back Friday at Fidelity's attempt to dodge his suit claiming he wasn't properly informed that he would owe taxes on a retirement payment he couldn't roll over, arguing the financial services company was trying to downplay its responsibilities.
February 20, 2020
Fidelity did no wrong by not telling a former Pfizer executive he would owe taxes on a retirement payment he couldn't roll over and should be dismissed from his suit claiming fiduciary duty breaches, Fidelity recently told a federal court.