UNITED STATES DISTRICT COURT

SOUTHERN DISTRICT OF OHIO

Case No. 1:18-cv-00326-TSB

 Judge Timothy S. Black

STIPULATION REGARDING THE ADMISSIBILTY OF DEPOSITION TESTIMONY

Plaintiffs Wendy Berry, Lorri Hulings, and Kathleen Sammons, and Defendants 

FirstGroup America, Inc., FirstGroup America, Inc. Employee Benefits Committee, and Aon 

Hewitt Investment Consulting, Inc. (collectively, the “Parties”), through their undersigned 

counsel, agree and stipulate as follows:

WHEREAS, former Aon employees David Kelly and Craig Pearlman were deposed in an 

earlier lawsuit titled Reetz v. Lowe’s Companies, Inc., et al., No. 5:18-cv-00075 (W.D.N.C.); 

WHEREAS, excerpts of the depositions of David Kelly and Craig Pearlman were filed 

publicly in Reetz v. Aon Hewitt Investment Consulting, Inc., et al., No. 21-2267 (4th Cir.); and 

WHEREAS, the Parties have conferred and agree that these publicly available excerpts 

from the prior depositions of Mr. Kelly and Mr. Pearlman may be used in this case;

THEREFORE, the parties hereby stipulate that the depositions of David Kelly and Craig 

Pearlman taken in the matter of Reetz v. Lowe’s Companies, Inc., et al., No. 5:18-cv-00075 

Wendy Berry, Lorri Hulings, and Kathleen 

Sammons, individually and as representatives of a 

class of similarly situated persons, and on behalf of 

the FirstGroup America, Inc. Retirement Savings 

Plan,

Plaintiffs,

v.

FirstGroup America, Inc., FirstGroup America, Inc.

Employee Benefits Committee, and Aon Hewitt

Investment Consulting, Inc.,

Defendants.

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(W.D.N.C.) may be used in this action to the same extent as if those depositions had been taken in 

this action.

Dated: May 6, 2022

NICHOLS KASTER, PLLP 

By: /s/ Paul J. Lukas

Paul J. Lukas (admitted pro hac vice)

Brock J. Specht (admitted pro hac vice)

Mark E. Thomson (admitted pro hac vice)

Jennifer K. Lee (admitted pro hac vice)

Steven J. Eiden (admitted pro hac vice)

4700 IDS Center 

80 S. 8th Street 

Minneapolis, MN 55402 

Telephone: (612) 256-3200

lukas@nka.com

bspecht@nka.com

mthomson@nka.com

jlee@nka.com

seiden@nka.com

FREKING MYERS & REUL LLC

George M. Reul, Jr. (0069992)

600 Vine Street, Ninth Floor

Cincinnati, Ohio 45202

Telephone: 513-721-1975

greul@fmr.law

ATTORNEYS FOR PLAINTIFFS

Dated: May 6, 2022

GOODWIN PROCTER LLP

By: /s/ David Rosenberg

James O. Fleckner (admitted pro hac vice) 

David Rosenberg (admitted pro hac vice) 

100 Northern Avenue 

Boston, Massachusetts 02210 

Telephone: (617) 570-1000 

jfleckner@goodwinlaw.com 

drosenberg@goodwinlaw.com 

Gabrielle L. Gould (admitted pro hac vice) 

Samuel J. Rubin (admitted pro hac vice) 

The New York Times Building 

620 Eighth Avenue 

New York, New York 10018 

Telephone: (212) 813-8800 

ggould@goodwinlaw.com 

srubin@goodwinlaw.com 

DINSMORE & SHOHL LLP 

Jennifer O. Mitchell 

255 E. Fifth Street, Suite 1900 

Cincinnati, Ohio 45202 

Telephone: (513) 977-8364 

jennifer.mitchell@dinsmore.com 

ATTORNEYS FOR DEFENDANT 

FIRSTGROUP AMERICA, INC. AND THE 

FIRSTGROUP AMERICA, INC. EMPLOYEE 

BENEFITS COMMITTEE

O’MELVENY & MYERS LLP

By: /s/ William Pollak

Stuart Sarnoff

William Pollak

Times Square Tower

7 Times Square

New York, NY 10036

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Telephone: (212) 326-2000

ssarnoff@omm.com

wpollak@omm.com

Shannon Barrett

Brian Boyle

1625 Eye Street, NW

Washington, DC 20006-4061

Telephone: (202) 383-5300

sbarrett@omm.com

Bboyle@omm.com

BINGHAM GREENEBAUM DOLL LLP

V. Brandon McGrath (0072057)

2350 First Financial Center

255 East Fifth Street

Cincinnati, Ohio 45202-4728

Telephone: 513.455.7641

bmcgrath@bgdlegal.com

ATTORNEYS FOR DEFENDANT AON 

HEWITT INVESTMENT CONSULTING, 

INC. (NKA AON HEWITT INVESTMENTS 

USA, INC.)

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CERTIFICATE OF SERVICE

I hereby certify that on this 6th day of May, 2022, a true and accurate copy of the foregoing 

was filed electronically. Notice of this filing will be delivered to the parties by operation of the 

Court’s electronic filing system. Parties may access this filing through the Court’s system.

/s/ Paul J. Lukas 

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