Defined Benefit Plans Experts
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Retirement Plans, Planting Plans, 401(k) Plans, Benefit Claims and Appeals, Cash Balance Plans, Pension Benefit Guaranty Corporation (P.B.G.C.), Severance Plans, Strategic Plans, Compensation Plans, Employee Benefits, Urban Planning, Life Care Planning, Business Plan, Planning, Life Care Planning Present Value Cost Assessment
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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... » Read Complete Profile
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Expertise Description: 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... » Read Complete Profile
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Expertise Description: C.L.U., C.H.F.C. - Experienced insurance, legal, and accounting consultant with more than 25 years experience in the field. Expertise includes IRS audit assistance and support; 419e and 412i plan defense; tax laws; and stock market, mutual fund, and insurance losses. Additional expertise in Employee Benefit plans, Life Insurance, Estates, Trusts, and Pensions. Chartered Life Underwriter (C.L.U.). Chartered Financial Consultant (C.H.F.C.). More than 10 years expert witness experience... » Read Complete Profile
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Expertise Description: MBA, CLU, AEP – Consulting expert in Insurance and Finance with more than 25 years experience in the field. Expertise includes: standard of care involving representations, presentations, sales and placement of life insurance products by licensed agents and Registered Representatives (who sell life and annuity products qualifying as “securities”); supervision issues of broker dealers and their registered representatives; suitability issues surrounding the sale of securities by registered representatives; assessing and... » Read Complete Profile
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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... » Read Complete Profile
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Expertise Description: Ph.D. - Professor of economics for over 18 years, taught economics, finance, and quantitative analysis at UC Davis and Santa Cruz, California State University, Sacramento, and University of San Francisco. Has written many economic impact, efficiency, cost, and feasibility studies; designed economic models, strategic plans, and performance measures. Has written and conducted seminars in the field of economics of development, political economy, economic history, environmental economics, public policy, operational analysis... » Read Complete Profile
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Expertise Description: Consulting expert with more than twenty-two years of experience specializing in the placement of individual and small business health insurance and employee benefits. Expertise includes: the specifics of HMO, PPO, and indemnity medical insurance; disability income insurance; term life and permanent life insurance; dental and vision insurance; and retirement plans such as IRA's and 401k plans. Works closely with human resources departments to help manage these benefits, specifically with COBRA... » Read Complete Profile
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Expertise Description: A.I.A., LEED AP – Consulting expert for over 25 years with extensive background in Architectural services. Specializes in waterproofing, building technology & diagnosis, peer review, and building code analysis. Additional services include building evaluation and due diligence inspections. Manages design / build, construction, and design / bid / award delivery processes. Has worked in concrete, steel, and wood, more particularly with wood-framed construction and building envelope design. Provides project management... » Read Complete Profile
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Expertise Description: Ph.D. - Consulting expert specializing in mechanical design engineering, with an emphasis in all phases of industrial equipment and machinery design, including fans, blowers, motors, generators, engines, couplings, gearboxes, dynamometers and rolling mills. Expertise includes: troubleshooting of aircraft gas turbine engines and accessories, auxiliary power units, rotary wing drive gearboxes and gear trains. Additional expertise in troubleshooting, machinery malfunctions and failures, and machinery accidents, including accidents leading to extensive property... » Read Complete Profile
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Expertise Description: P.E., R.S. - Engineer and Reserve Specialist involved in the community associations industry since 1982. Highly specialized in reserve funding issues and has pioneered many widely used reserve funding concepts... » Read Complete Profile
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Expertise Description: C.P.A./C.F.F., C.F.E. - Consulting practice focusing on litigation services as well as federal tax services and practice management consulting for professional firms. Has more than 40 years of experience practicing public accounting. Was one of the first to receive Certified in Financial Forensics (C.F.F.) credential from the AICPA. Is a member of the AICPA's Forensic and Litigation Services Committee. Conducts forensic investigations and serves as consulting expert, and/or testifying expert... » Read Complete Profile
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Expertise Description: A.S.L.A. - Consulting landscape architect specializing in resource-oriented master planning, recreation planning, and site development. Experienced in public sector planning projects, including: community / regional parks, streetscape design, urban planning, institutional /school design, and open space reserves. Additional expertise in public facilities, industrial parks, shopping centers, housing development, and civic plazas. Professor and visiting lecturer. Expert witness consultations, depositions, and courtroom testimony... » Read Complete Profile
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Expertise Description: A.I.A., N.C.A.R.B. - Principal planner and designer experienced in the architecture and construction industries with various types of building structures. Expertise includes project management, facilities programming, planning/urban design & public hearings, contract documents and coordination, specifications & material research, cost estimating & project scheduling, and construction contract administration... » Read Complete Profile
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Expertise Description: A.I.A. - Architect with over 28 years experience. Specializing in the determination of size, cost and schedule requirements for a diverse range of projects including banks, research laboratories, police facilities, governmental facilities, educational campuses, manufacturing buildings, restaurants, office buildings, and medical complexes. Other areas of expertise include project planning, needs assessment studies, project conceptualization, implementation strategies, and project management... » Read Complete Profile
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Expertise Description: M.A.I. - Experienced in a wide variety of improved and vacant property types. Specific expertise includes: subdivisions/ attached housing, golf courses, houses of worship, complex special purpose assignments, litigation valuation support, master planned communities... » Read Complete Profile
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Expertise Description: A.I.A., R.A. - Experienced in construction, architecture, and urban design issues including commercial construction, commercial property development, commercial property construction, residential development, urban planning & development, suburban development, project management, construction management, scheduling, codes & standards, claims, arbitration, damages, disputes, safety, procedures, architectural design, architectural standards, architectural codes & compliance... » Read Complete Profile
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Expertise Description: A.I.A. - Architect and contractor with over 33 years of experience with knowledge of architecture and construction including: design; construction; renovations; restorations; planning and zoning commission; permits; inspections; and accessibility in commercial and residential architectural and construction issues... » Read Complete Profile
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Expertise Description: M.S., M.C.P., Ph.D. - Urban planning expert, specializing in transportation and its effects on neighborhoods. Expertise includes: Asian megacities and transit issues; city / land use / regional / transportation planning; environmental design; freeway removal projects; infrastructure decentralization; land value analysis of commercial / industrial / residential properties and proximity to heavy / light rail, bus-rapid transit, and commuter rail services; mixed-use development / transportation; research design; ridership forecasting; spatial... » Read Complete Profile
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Expertise Description: ASLA – Consulting expert in Landscape Architecture and Urban Planning & Design. Able to offer clients a wide variety of professional service in 5 broad areas: Environmental (NEPA, SEPA, CEQA, Water & Energy Conservation); Finance (Distressed Asset Support Services, Economics, Market Analysis); Inventory & Analysis (Site & Facility Condition Assessments); Documentation (Permits & Entitlements); and Design and Planning, including Landscape Architecture. Brings more than 30 years of consulting experience to... » Read Complete Profile
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Expertise Description: CFP, CDFA – Consulting expert with over 11 years comprehensive financial advisory experience gained as a registered representative of national wire-houses. Specializes in matters related to investment management by fiduciaries, trustees, personal representatives, and financial consultants, as well as adherence to SEC / FINRA standards of conduct for broker-dealers, registered investment advisors, and their representatives. Emphasis on investment analysis and decision-making processes / modern portfolio theory; asset allocation, diversification, risk... » Read Complete Profile
