Steven Katz

Member
linebreak

Legal Employment:
Member, Korein Tillery, LLC 2003 - present
Member, Carr Korein Tillery 2001 - 2003
Attorney, Carr Korein Tillery - 2001
Attorney, Carr, Korein Tillery, Kunin 1994 -
Montroy, Cates & Glass
Attorney, Armstrong, Teasdale, Schlafly & Davis 1989 - 1994

Steven A. Katz was born in 1958 in Belleville, Illinois. Mr. Katz has a very diverse background. He is a fully certified master mechanic. Because of this background, he had focused his earlier practice on personal injury cases related to defective machines. Mr. Katz has since expanded his expertise to the field of consumer and pension rights. Mr. Katz has extensive experience in class actions involving ERISA based pension claims which he litigates nationwide, affiliating with lawyers throughout the country. He has represented millions of people in class action litigation and has successfully negotiated and recovered millions of dollars in verdicts and settlements to classes of people when their disputes would otherwise be too small to pursue individually.

Teaching Experience:
Webster University (Torts, Products Liability) 1993 - 1995
National Institute for Paralegal Studies at Maryville University 1992 - 1993
Northern Virginia Community College (Natural and Applied 1985 - 1986
Lincoln Technical Institute 1984

Education:
Juris Doctoris, Washington University School of Law, St. Louis, Missouri 1989
Bachelor of Arts, National Louis University, McLean Virginia 1987
National Institute for Trial Advocacy, Minneapolis, Minnesota 1992

Professional Admissions:
State Court of Missouri 1990
State Court of Illinois 1990
State Court of Michigan 2005
U.S. District Court, Central District of Illinois 1991
U.S. District Court, Southern District of Illinois 1990
U.S. District Court, Eastern District of Missouri 1990
U.S. District Court, Northern District of Alabama 1999
2nd Circuit Court of Appeals 1999
4th Circuit Court of Appeals 1998
7th Circuit Court of Appeals 1991
8th Circuit Court of Appeals 1991
9th Circuit Court of Appeals 1998
U.S. Supreme Court 2000
U.S. Tax Court 2003

Mr. Katz is currently a member in good standing of the following bar associations:
Bar Association of Metropolitan St. Louis
Illinois Bar Association
Missouri Bar Association
7th Circuit Bar Association
and has never been placed under suspension by any of them. 

Publications:
Katz, Jurisdiction, Venue and Limitations (2d), Vol. 12, Mo. Prac., West Publishing 1994.
Katz, Missouri Local Rules of Court, (compiled) West Publishing 1994.
Gundlach & Katz, Handling the Opposing Economist a/k/a Damage Control,
        D.R.I. Drug and Medical Device Litigation Seminar, May 19-20, Toronto, Canada 1994.

**************************

Representative Matters Where Mr. Katz Has Been Appointed Class Counsel:

Berger v. Xerox Corp. Ret. Income Guarantee Plan, 338 F.3d 755 (7th Cir. 2003). Judgment obtained on behalf of the Plaintiff Class in excess of $200 million in the Southern District of Illinois. The U.S. Court of Appeals for the Seventh Circuit affirmed the trial court's judgment. The case eventually settled, and more than 15,000 Xerox retirees shared in the $239 million settlement fund.

Berkowitz v. National Westminister Bancorp Ret. Plan, 2000 WL 852451 (D. Conn. March 30, 2000). Connecticut District Court pension miscalculation case resulting in approximately $4 million to the putative class.

Call v. Ameritech Mgt. Pension Plan, 475 F.3d 816 (7th Cir. 2007). Southern District of Illinois and Seventh Circuit case wherein $31 million was recovered for Plan participant retirees.

City of University City v. AT & T Wireless Services, Inc., 203 S.W.3d 197 (Mo. 2006). Class case on behalf of Missouri municipalities for recovery of license taxes owed by wireless carriers. Current settlement recoveries exceed $150 million.

Clevenger v. Dillards, Inc., 2007 WL 764291 (S.D. Ohio March 9, 2007). Southern District of Ohio case wherein approximately $35 million was recovered for Mercantile Stores Plan participant retirees.

Cooper v. IBM Personal Pension Plan, 274 F.Supp.2d 1010 (S.D. Ill. 2003), rev'd in part on limited appeal following settlement, 457 F.3d 636 (7th Cir. 2006). Southern District of Illinois case wherein a class of IBM retirees challenged IBM's cash balance pension plan as being inherently age-discriminatory and in violation of ERISA. The trial court entered summary judgment for the Plaintiff Class on the issue of liability. The case settled, and as a result of appellate rulings, resulted in payments to the class of over $330 million.

Esden v. Bank of Boston, 229 F.3d 154 (2nd Cir. 2000). Second Circuit case that clarifies how lump sum benefits must be calculated in cash balance pension plans. The case ultimately settled for $5.8 million.

Graf v. ADP Pension Plan - Southern District of Illinois case that settled for $3 million. Over 5,000 former employees of ADP received monies under this settlement.

Laurenzano v. Blue Cross and Blue Shield of Massachusetts, Inc. Ret. Income Trust, 134 F.Supp.2d 189 (D. Mass. 2001). Massachusetts case challenging Defendant's exclusion of cost-of-living adjustments in the calculation of retirement benefit lump sums paid to Class Members. Approximately $16 million was recovered for Blue Cross/Blue Shield Plan participants.

Malloy v. Ameritech, 2000 WL 35525477 (S.D. Ill. Feb. 7, 2000). Southern District of Illinois case wherein $185 million in settlement was obtained for 17,000 former Ameritech employees whose pension benefits were miscalculated.

Mangone v. First USA Bank, 206 F.R.D. 222 (S.D. Ill. 2001). Southern District of Illinois case representing 18.5 million class members involving late charges on credit card statements. $40 million settlement fund.

May v. SmithKline Beecham - Illinois state court matter wherein a $20 million settlement was obtained for the class in a case involving improper laboratory testing charges.

McClintock v. BOC - Southern District of Illinois case for alleged manipulation of pension benefits. Approximately $70 million was recovered for BOC former employees.

Medeika v. SNET Pension Plan - District of Connecticut case wherein a $13.5 million settlement was obtained for several thousand employees of Southern New England Telephone whose pension benefits were miscalculated.

Patterson v. NationsBank - Southern District of Illinois case involving a class of persons who incurred insufficient funds or overdraft charges as a result of Defendants posting withdrawals in a highest dollar amount to lowest dollar amount. Recovered $9 million settlement for the class.

Rice v. National Steel - Illinois state court case alleging understated profits for purposes of the Profit Sharing Plan. $1.4 million settlement recovery.

Seifert v. May Department Stores Pension Plan - Southern District of Illinois case wherein approximately $30+ million was recovered in pension benefits for retirees for miscalculation of lump sums.

Tullock v. KMart Corp. Employee Pension Fund, 183 F.Supp.2d 1094 (S.D. Ill. 2001). Southern District of Illinois case against K-mart for miscalculating lump sum pension benefits of former employees. Case settled for $1.25 million.

White v. MCI - MDL proceeding in the Southern District of Illinois that resulted in one of the largest telecom class action settlements ever, with a settlement fund of $90 million.

Williams v. Rohm and Haas Pension Plan, 497 F.3d 710 (7th Cir. 2007). Southern District of Indiana case involving improperly calculated lump sum distributions. Damages currently estimated in excess of $200 million.