Pension Funds Experts
Search Related Disciplines:
Pensions, Electronic Funds, Pension Benefit Guaranty Corporation (P.B.G.C.), Hedge Funds, Suspensions, Airline Pensions, Mutual Funds, Funds Disbursement, Construction Funds Disbursement
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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: Consulting expert specialized in security arbitration with more than 40 years in the field. Experience includes: mutual funds, variable annuities, 72T, suitability and fiduciary duty, supervision, churning, asset allocation, misuse of margin, unauthorized trading, hedge funds, and analysis cases. Has been retained and testified in over 100 cases. One of only a few experts that has been retained by the NYSE Enforcement division (now merged into FINRA). Has also consulted... » 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. - Distinguished Professor of Statistics at a University of California school with over 40 years of experience in research and applied statistics, specializing in legal support including: construction defect analysis; sampling and sample survey problems; discrimination issues; experimental design; drug comparisons; statistical analysis of testing procedures; damages and liability assessment (loss of profits, reasonable royalty, fair market value, structured settlements, lost earnings / benefits, costs of care / rehabilitation... » Read Complete Profile
