In re State Street Bank and Trust Co. ERISA Litigation

This website has been established pursuant to a Court order dated October 28, 2009 granting preliminary approval of the parties' Stipulation and Agreement of Settlement in In re State Street Bank and Trust Co. ERISA Litigation (Case Number: 07-cv-8488), which is currently pending before the United States District Court for the Southern District of New York.


If you are the trustee or other named fiduciary of an ERISA-qualified plan that invested in certain State Street bond funds (click HERE for a list) during 2007, please click HERE for a copy of the "Long-Form" court-approved notice of the settlement, which contains additional information about the settlement.


If you are a participant or beneficiary of an ERISA-qualified plan that invested in certain State Street bond funds (click HERE for a list) during 2007, you can click HERE for a copy of the court-approved "Summary Notice" of the Settlement.


For additional information concerning the Settlement, you can also click HERE for the text of the Stipulation and Agreement of Settlement.

A copy of the court's order preliminarily approving the Settlement can be viewed by clicking HERE (and you may click HERE to view an order amending certain dates in the court's preliminary approval order).