Overview

Jack is a partner who focuses his practice on litigation involving ERISA, fiduciary, insurance coverage, financial institution and professional malpractice issues. From 1982 to 1984, Jack was a judicial clerk to the late Honorable John W. Peck, United States Court of Appeals for the Sixth Circuit.

Experience
ERISA Representations
  • Defenses of employers in ERISA/LMRA retiree health class action, Bender  v. Newell Rubbermaid Inc., 193 L.R.R.M. 2097 (6th Cir. 2012), cert. denied, 133 S. Ct. 436 (2012); NewPage Wis. Sys. v. United Steel, Paper & Forestry, Rubber, Mfg., Energy Allied Indus. & Serv. Workers Int’l Union, 651 F.3d 775 (7th Cir. 2011); Noe v. PolyOne Corp., 520 F.3d 548 (6th Cir. 2008); Cheatham v. R.C.A. Rubber Co., 193 L.R.R.M. 2304 (M.D. Tenn. 2012); Clendenning v. Newpage Corp., 2010 U.S. Dist. LEXIS 112897 (S.D. Ohio 2010); Early v. Newell Rubbermaid Inc., 1:10-cv-00302-CC (N.D. Ga. 2010); Massie v. PolyOne Corp., 1:10-cv-01694 (N.D. Ohio 2010)
  • Defense of plan sponsor in non-union retiree health action, Hardy v. Midland Enterprises, Inc., 2003 U.S. App. LEXIS 8426 (6th Cir. 2003)
  • Defense of employer and plan in ERISA health claim, Evans v. Clopay Corporation Employee Benefit Plan, No. 2:07-cv-01580 (E.D. Cal. 2007)
  • Defense of plan, employer and sponsor for payment of experimental treatment health claims, Nationwide Children's Hosp., Inc. v. D.W. Dickey & Son, Inc., 2010 U.S. Dist. LEXIS 3316 (S.D. Ohio 2010)
  • Defense of pension plan and fiduciaries in correction of pension calculations, Ramsey v. Formica Corp., 33 EBC 1095 (S.D. Ohio 2004), aff’d, 398 F.3d 421 (6th Cir. 2005), cert. denied, 126 S. Ct. 340 (2005), on remand, 2006 U.S. Dist. LEXIS 966 (S.D. Ohio Jan. 5, 2006)
  • Defense of whipsaw class challenge to cash balance plan, Goins v. KeyCorp Cash Balance Pension Plan, No. 3:04cv7191 (N.D. Ohio 2004)
  • Defense of employer in severance class action, Miller v. Cellco Partnership, No. 4:10cv29 (E.D. Ark. 2010)
  • Defense of investment manager fiduciary in ERISA pension action, Levy v. Cain, Watters & Assocs., P.L.L.C., 2010 U.S. Dist. LEXIS 28909 (S.D. Ohio 2010)
  • Defenses of employer in withdrawal liability action, Bd. of Trs. of the Plumbers, Pipe Fitters & Mech. Equip. Serv., Local Union No. 392 Pension Fund v. Bison Constr., LLC, 2010 U.S. Dist. LEXIS 27166 (S.D. Ohio 2010), aff'g, 2010 U.S. Dist. LEXIS 27158 (S.D. Ohio 2010); Board of Trustees, IBEW Fund v. The Davey Tree Expert Co., 2:07cv261 (W.D. Pa. 2007)
  • Representation of fund in withdrawal liability dispute, UFCW Local Unions and Employers Benefit Plan of the Southwestern Ohio Area v. Rite Aid of Ohio, Inc., No. 1:09-cv-209 (S.D. Ohio 2009)
  • Defense of employer in ERISA claim for life insurance benefits, Colardo v. Metropolitan Life Ins. Co., Case 8:10-cv-01615-JSM-TBM (M.D. Fla. 2010)
  • Defense of class action plan reversion claim, Clevenger v. Dillard’s, Inc., 2007 U.S. Dist. LEXIS 73549, 41 EBC (BNA) 2705 (S.D. Ohio 2007), aff’d, 333 Fed. Appx. 907 (6th Cir. 2009)
  • Defense under ERISA preemption of managed mental health care company sued in wrongful death action, Tolton v. American Biodyne, Inc., 48 F.3d 937 (6th Cir. 1994)
  • Defense of ERISA interference and breach of fiduciary duty class claims, Varhola v. Doe, 820 F.2d 809 (6th Cir. 1987)
  • Representation of trustee in fiduciary breach claim, Friedrichsen v. Massillon-Cleveland-Akron Sign Co., 2007 U.S. Dist. Lexis 21471 (N.D. Ohio 2007)
  • Representations of claims administrators in QDRO disputes, Metropolitan Life Ins. Co. v. Cronenwett, 162 F. Supp. 2d 889 (S.D. Ohio 2001)
  • Defense of ERISA class claims involving plan termination and reversion, Jensen v. Moore-Wallace, 2006 U.S. Dist. LEXIS 57448 (N.D. Ohio 2006), aff’d, 2007 U.S. App LEXIS 20417 (6th Cir. 2007)
  • Defense of ERISA § 510 class claims, Shepherd v. Babcock & Wilcox of Ohio, 2000 U.S. Dist. LEXIS 6349 (S.D. Ohio 2000)
  • Representation of plaintiffs in ERISA interpleader actions, The Sherwin-Williams Co. v. Link, No. 1:10-cv-00508-DAP (N.D. Ohio 2010); Pomeroy IT Solutions, Inc. v. McKie, 2009 U.S. Dist. LEXIS 2069 (E.D. Ky. 2009)
  • Defenses of claims administrators on claims for welfare benefits, Cline v. Ret. Plan for the Glass Rock Plant & Mill, 2008 U.S. Dist. LEXIS 76863 (S.D. Ohio 2008), aff’d, 2009 U.S. App. LEXIS 20880 (6th Cir. 2009); Morgan v. United of Omaha Life Ins. Co., 2008 U.S. Dist. LEXIS 18600 (S.D. Ohio 2008); Sioux Valley Hosp. v. Newell Rubbermaid Health & Welfare Benefits Program 506, 2007 U.S. Dist. LEXIS 72936 (D.S.D. 2007); Hensley v. Parker-Hannifin Corp., 2006 U.S. Dist. LEXIS 7433 (E.D. Tenn. 2006); Nichols v. UNUM Life Ins. Co., 2005 U.S Dist. LEXIS 37017 (S.D Ohio 2005), aff’d, 2006 U.S. App. LEXIS 21505 (6th Cir 2006); Steers v. UNUM Life Ins. Co, 2006 U.S. Dist. LEXIS 35397 (S.D. Ohio 2006); Slater v. Newell Rubbermaid, Inc., 2005 WL 1651970 (M.D. Pa. 2005); Gilliam v. Convergys Corp., 3:05cv00050 (M.D. Fla. 2005); Nichols v. UNUM Life Ins Co., 36 EBC 1274 (S.D. Ohio 2005); Washburn v. UNUM Life Ins. Co., 43 F. Supp. 2d 848 (S.D. Ohio 1998), aff’d, 2000 U.S. App. LEXIS 6481 (6th Cir. 2000); Torello v. UNUM Life Ins. Co., 1999 U.S. App. LEXIS 32228 (6th Cir. 1999); Mitchell v. First UNUM Life Ins. Co., 65 F. Supp. 2d 686 (S.D. Ohio 1998)
  • Defense of class ERISA claims by union funds, Kentucky Laborers Dist. Council Health & Welfare Trust Fund v. Hill & Knowlton, 24 F. Supp. 2d 755 (W.D. Ky. 1998)
  • Counseling of clients regarding pension and welfare plans, retiree health, union mandated benefits, and long-term disability benefits
  • Defense of directed trustee in 401(k) consolidated class action
  • Defense of ESOP sponsor in DOL breach of fiduciary duty action involving valuation of ESOP stock sold upon ESOP termination
Fiduciary Dispute Representations
  • Representation of trustee in fiduciary dispute, Dater v. Charles H. Dater Foundation, Inc., 2006 Ohio 2479 (2006).
  • Representation of beneficiaries in trust dispute, Fifth Third Bank v. Pritchard, 1990 Ohio App. LEXIS 4386 (1990).
  • Representation of The Greater Cincinnati Foundation in a cy pres class action to recover charitable contributions to entity withdrawing from region.
  • Representation of heir in trust dispute, Fifth Third Bank v. Crosley, 79 Ohio Misc. 2d 10, 669 N.E.2d 904 (1996).
  • Representation of estate in Hamilton County Probate Court in removing fiduciary and estate counsel to address theft.
  • Representation of children in appointment of guardian for parent in dispute with stepparent.
  • Representation of charity in trust action involving adult adoptees.
Business Litigation
  • Representation of investment manager through arbitration hearing (no appeal taken)
  • Representations of cooperative in numerous hedge-to-arrive contract litigations, Countrymark Cooperative, Inc. v. Smith, 124 Ohio App. 3d 159, 705 N.E.2d 738 (1997), cert. denied, 81 Ohio St. 3d 1496, 691 N.E.2d 1058 (1998); Carr v. Countrymark Cooperative, Inc., 1998 U.S. Dist. LEXIS 23000 (S.D. Ohio 1998)
  • Representation of candidate in mandamus action, State ex rel. Barth v. Hamilton City. Bd. of Elections, 65 Ohio St. 3d 219, 602 N.E.2d 1130 (1992)
  • Representation of creditor coal company in fraudulent conveyance judgment in Maryland Bankruptcy Court
  • Representations of national bank in defense of Fair Credit Reporting Act actions, enforcement of liens, foreclosures, and employment disputes, Ponder v. Bank of America, N.A., 2011 U.S. Dist. LEXIS 154581 (S.D. Ohio 2011); Chase Bank of Ohio v. Brookstone Ohio Partnership, 1990 Ohio App. LEXIS 764 (1990)
  • Representation of parties in non-competition clause and trade secret actions
  • Representation of landowner's elections challenge to zoning, Todd Development Co. v. Butler Cty. Bd. of Elections, 1992 Ohio App. LEXIS 94 (1992)
  • Representation of University of Dayton in indemnity action, University of Dayton v. Mid-American Federal Savings & Loan Ass'n, 1993 Ohio App. LEXIS 572 (1993)
  • Defense of brokers/issuers in numerous NASD arbitrations
  • Representation of broker in MDL class action litigation
  • Representation of condominium, River Terrace Condominium Ass’n v. Lewis, 33 Ohio App. 3d 52, 514 N.E.2d 732 (1986)
Professional Responsibility Representations
  • Successful 2013 AAA defense arbitration of investment manager ($0 award)
  • Representations of law firm in Lehman dispute, Grace Vill. Health Care Facilities, Inc. v. Lancaster Pollard & Co., 2012 U.S. Dist. LEXIS 161865 (N.D. Ind. 2012); Scheurer Hosp. v. Lancaster Pollard & Co., 2012 U.S. Dist. LEXIS 160842 (E.D. Mich. 2012); Franklin United Methodist Home, Inc. v. Lancaster Pollard & Co., 2012 U.S. Dist. LEXIS 135330 (S.D. Ind. 2012)
  • Representation of investment manager/accounting firm, Levy v. Cain, Watters & Assocs., P.L.L.C., 2010 U.S. Dist. LEXIS 28909 (S.D. Ohio 2010)
  • Representation of law firm in tax controversy dispute,  Lucas-Plaza Hous. Dev. Corp. v. Corey, 23 A.D.3d 217, 805 N.Y.S.2d 9 (2005)
  • Representation of national accounting firm in savings and loan litigations, Harris v. Alexander Grant & Co., 61 Ohio App. 3d 172, 572 N.E.2d 226 (1990); Alexander Grant & Co. v. McAlister, 31 Ohio App. 3d 96, 508 N.E.2d 1032 (1986)
  • Representation of national accounting firm in professional malpractice action involving tax services
  • Representations of accountants, investment bankers and lawyers in SEC testimony
  • Representation of accountant before PCAOB
  • Representation of national accounting firm in professional malpractice actions involving management consulting services
  • Representation of national accounting firm in actions alleging improper treatment/termination of former partners/principals
  • Representation of national accounting firm in administrative proceedings before FDIC, OTS and SEC
  • Representation of regional accounting firm in withdrawal of SEC regulated client from representation
  • Representation of national law firm in Internal Revenue Service audits
  • Representation of judicial candidate on ethics complaint
  • Representation of national and regional law firms in malpractice actions
  • Representation of national law firm in dispute with vendors
  • Representation of managed mental health care provider on claim of professional misconduct, Calvaruso v. Ohio Biodyne, Inc., 1996 Ohio App. LEXIS 35, cert. denied, 75 Ohio St. 3d 1512, 665 N.E.2d 681 (1996)
  • Representation of accountant in malpractice litigation filed by mutual funds
Insurance Coverage Disputes
  •  Representation of insurance company’s denial of multi-million boiler and machinery claim, Ratliff Enterprises, Inc. v. American Employers Insurance Co., 334 Ark. 547, 975 S.W.2d 837 (1998)
  • Representation of insurance company in obtaining reversal of trial court’s multi-million dollar judgment, Aetna Cas. & Surety Co. v. Ply Gem Indus., Inc., 343 N.J. Super. 430, 778 A.2d 1132 (2001)
  • Representation of insurers in coverage dispute actions, American Employers Inc. Co. v. Metro Regional Transit Auth., 12 F.3d 391 (6th Cir. 1993); Bellaire TV Cable Co. v. Valley Construction Co., 2002 Ohio App. LEXIS 3231 (2002); Gironda v. Gill, 2000 Ohio App. LEXIS 3566, cert. denied, 90 Ohio St. 3d 1493, 739 N.E.2d 817 (2000); Lawrence v. American Nat’l Red Cross, 1995 Ohio App. LEXIS 648 (1995); Liberty Savings Bank v. Lawyers Title Ins. Co., 1990 Ohio App. LEXIS 5845 (1990)
  • Representation of insured in claim for defense costs, Panzica Construction Co. v. Ohio Casualty Ins. Co., 1996 Ohio App. LEXIS 1975 (1996), cert. denied, 77 Ohio St. 3d 1481, 673 N.E.2d 142 (1997)
Expert Testimony
  • Report on behalf of plan sponsor in ERISA retiree health class action, Solutia, Inc. v. Forsberg, No. 02-14990 (11th Cir. 2004)
  • Report on fees in ERISA fiduciary dispute, Dalesandro v. International Paper Co., No. 1:01-cv-109 (S.D. Ohio 2005)
  • Testimony as to reasonable value of attorney fees on behalf of counsel involved in eminent domain action (Warren Cty. C.P. 1999)

 

Publications
  • “Supreme Court Rejects Presumption of Prudence But Raises Bar for ESOP Fiduciary Breach Claims,” Thompson Hine ERISA Litigation Update, June 2014
  • Executive Compensation (Aspatorre/Thomson Reuters 2011)
  • ERISA ("Anti-Cutback Rule: Recent Appellate Court Application of Heinz and Implications for Other Plan Amendments”) · BNA Tax Management Memorandum · February 14, 2011
  • Auditing Your Employee Benefits, reprinted in Legal Basics for Small Businesses (OSBA 2009)
  • Employers want to reduce costs · Cincinnati Business Courier · Apr. 17, 2007
  • The Cash Balance Controversy:  Fitting Square Pegs Into Round Holes  · Federal Tax Management Memorandum · December 1, 2003
  • Federalizing State Law Tort and Contract Claims: The Scope of ERISA Pre-emption · Federal Bar News and Journal · 1992
  • Comment, Exhaustion of State Administrative Remedies in Section 1983 Actions · Cincinnati Law Review · 1982
  • Note, Rhode Island v. Inglis · Cincinnati Law Review · 1981
Distinctions
  • Selected for inclusion in Chambers USA: America’s Leading Lawyers for Business, Employee Benefits & Executive Compensation, Ohio,  2006 to 2014
  • Listed in The Best Lawyers in America, 2013 and 2015
  • Cincy Business Magazine’s Leading Lawyers (2006: Employment Law) (2007-2013: Business Litigation)
  • Selected for inclusion in Super Lawyers by Ohio Super Lawyer magazine, 2007 to 2014
Professional and Civic

Professional Associations

  • Federal Bar Association
  • Cincinnati Bar Association
  • Ohio State Bar Association
  • Kentucky Bar Association
  • American Bar Association; Joint Committee on Employee Benefits, Labor Section; Professional Liability Committee, Litigation Section

Community Activities

  • Volunteer Lawyers Project, trustee

Professional Activities

  • American College of Employee Benefits Counsel – Fellow
  • AICPA Auditing Standards Board, Member
  • Blue Chip Savings Bank, Director (1989-1996)
  • Blue Chip Savings Bank ESOP, Fiduciary (1990-1996)
News

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