Expert No. 162602 – CA(N)
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Expertise Description: M.A., J.D. - Consulting expert specialized in ERISA (Employee Retirement Income Security Act) and employee benefits with more than 10 years experience in the field. Expertise includes ERISA regulatory compliance, ERISA prohibited transaction analysis, establishment of commingled funds including trust and domestic funds, real estate investments, private equity funds, as well as international equities and fixed income, stable value, etc. Also expert in IRS and DOL correction programs. Previously worked as an auditor for the U.S. Department of Labor's Employee Benefits Security Administration. Reviewed both health and pension plans offered by private sector employers to ensure their compliance with ERISA's Title I, the fiduciary aspects of ERISA, as well as HIPAA and COBRA requirements where applicable. Dealt primarily with 401(k), 403(b), profit sharing plans and money purchase pans, and employer-sponsored health and welfare plans. Extensive compliance experience with ERISA / DOL (including HIPAA and COBRA), IRS, and Sarbanes-Oxley. Master of Arts in International Relations and Public Policy. Juris Doctor. Certified Employee Benefits Specialist Certificate Candidate, International Foundation of Employee Benefits Plans.
