Expert No. 135059 – Insurance Expert – TX
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Expertise Description: Ph.D., J.D. - Experienced in Human Resources Management. Has managed seven pension plans with 100,000 participants and billions of dollars in assets. Expertise includes: benefit plans, early retirement programs, voluntary severance programs, pension plan conversions, consolidations, life plans, health plans, pension, 401(k) plans, medical plans, Employee Retirement Income Security Act (E.R.I.S.A.) claims and appeals process, and labor arbitration. Member of negotiation / implementation teams for mergers, acquisitions, and divestitures. Fiduciary with final decision-making authority for pension, 401(k), and medical plans. Prior expert witness experience.
Areas of Expertise:
401(k) PlansEmployee RelationsLabor Law
Airline PensionsEmploymentLabor and Employment
BankruptcyEmployment LawLitigation Support
Benefit Claims and AppealsEmployment Retirement Income Security (E.R.I.S.A.)Pension Benefit Guaranty Corporation (P.B.G.C.)
Cash Balance PlansExecutive CompensationPensions
Collective BargainingFiduciaryQualified Domestic Relations Order (Q.D.R.O.)
Defined Benefit PlansFiduciary LiabilityRailway Labor Act
Defined Contribution PlansHealthcare ExecutiveRetiree Medical
Disability InsuranceHealthcare InsuranceSelf Insurance
Employee BenefitsHuman ResourcesSeverance Plans
Employee ManualsInsurance
Representative Litigation Experience:
  • Provided Advice and Counsel on benefits, employment and labor relations issues
Representative Consulting Services and/or Projects:
  • Designed and implemented pension plan conversions, "choice" and mandatory programs, for union and non-union employees
  • Negotiated group life and health, disability, pension and 401(k) plans with 5 unions
  • Established new benefit and pension/401(k) plans for acquisitions and business unit spinoffs
  • Financial / Accounting / Actuarial analysis and planning
Licenses & Certifications:
Board Certified Labor and Employment Law Specialist, Texas Board of Legal Specialization
Education:
DegreeSubjectInstitution
J.D.LawUniversity of Houston
Ph.D.Communication Studies, Minor: StatisticsUniversity of Massachusetts
M.A.Mass CommunicationUniversity of Massachusetts
B.A.HistoryUniversity of Massachusetts
Professional Appointment/Association Affiliations:
  • Adjunct Professor of Communication
  • International Foundation of Employee Benefit Plans
  • Society For Human Resource Management
  • Southwest Benefits Association
  • Colleyville Fire Department Rehab Team
  • Colleyville Center Advisory Board
Other Career Highlights:
Published "Pension Options: A Look at Individual Account Balance Plans"
Published " State Pension Plans Influence Real Estate Purchase Decisions"
Published " Introduction to Voluntary Employees' Benefit Associations

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