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2 Total Results for "Benefit Claims And Appeals"

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Displaying 1 – 2 of 2 Experts found with “Benefit Claims and Appeals” as a primary keyword

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• Profiles matching the primary keyword:

• TX — Texas

• Expert No. 164048 —   C.E.B.S, C.F.P., C.M.F.C., C.R.P.S. – Consulting expert specializing in Financial Planning, Employee Benefits, and the Employee Retirement Income Security Act (ERISA). President of a financial planning and employee benefits consulting firm serving clients throughout the U.S. Firm provides advice to fiduciaries and plan sponsors regarding their obligations under Title I of ERISA and litigation support to employee benefit attorneys. The firm is a registered investment advisor and provides investment advice to individuals and plan fiduciaries. Frequent speaker on issues regarding employee benefit plans. Served on the Board of Directors for the Dallas-Ft. Worth Chapter of Certified Employee Benefit Specialists and currently serves on the U.S. Department of Labor Practitioner Council. Testified many times as an expert on employee benefit plan matters in federal district court as well as the U.S. Congress. Certified Employee Benefit Specialist (C.E.B.S.). Certified Financial Planner practitioner (C.F.P.). Chartered Mutual Fund Counselor (C.M.F.C.). Chartered Retirement Plans Specialist (C.R.P.S.). Prior expert witness experience. Consultations, depositions, and courtroom testimony.
  Primary Keywords: 401(k) Plans, Airline Pensions, Benefit Claims and Appeals, Damage Calculations, Defined Benefit Plans, Defined Contribution Plans, Employee Benefits, Employment Law, Employment Retirement Income Security (E.R.I.S.A.), Fiduciary, Fiduciary Liability, Finance, Financial Consultant, Financial Consulting, Financial Planning, Investments, Labor and Employment, Labor Law, Litigation Support, Pensions, Retirement Plans, Securities, White Collar Crime
• Expert No. 135059 —   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.
  Primary Keywords: 401(k) Plans, Airline Pensions, Bankruptcy, Benefit Claims and Appeals, Cash Balance Plans, Collective Bargaining, Defined Benefit Plans, Defined Contribution Plans, Disability Insurance, Employee Benefits, Employee Manuals, Employee Relations, Employment, Employment Law, Employment Retirement Income Security (E.R.I.S.A.), Executive Compensation, Fiduciary, Fiduciary Liability, Healthcare Executive, Healthcare Insurance, Human Resources, Insurance, Labor and Employment, Labor Law, Litigation Support, Pension Benefit Guaranty Corporation (P.B.G.C.), Pensions, Qualified Domestic Relations Order (Q.D.R.O.), Railway Labor Act, Retiree Medical, Self Insurance, Severance Plans

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