Pensions Experts

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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.B.A., M.A. - Economics expert with almost 10 years experience in the field. Expertise includes wage and hours class-action cases in industries such as packaging, hospitality, health care, distribution, entertainment, printing, mining, and government. Wage and hours issues have included overtime, meal breaks, independent contractor vs. employee, temporary vs. regular, work off-the-clock, and exempt vs. non exempt. Experienced in business litigation cases involving breach of contract, royalty fees, business interruption... » Read Complete Profile
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Expertise Description: Ph.D. - Consulting expert specialized in economics and finance with 40 years experience in the field. Experienced in providing testimony and litigation support services in evaluating damages. Has developed econometric analysis for: personal injury losses including lost ages, as well as antitrust, patent valuation, business losses, business valuation, pension losses, security losses, commercial damages, employment discrimination, identity theft, and FCRA credit damages. Has been cited extensively in The Wall Street... » 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: 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: D.B.A., C.P.A. - Consulting expert specialized in accounting, auditing, ethics, financial reporting, and international trade, with 30 years experience. Professor in Accounting Department at Texas A&M University. Director of the University's Internal Auditing Program. Has over 100 articles published in refereed journals as well as numerous other papers and monographs. Has coauthored numerous books and over 100 papers presented at academic conferences. Ranks in the top 1 percent of accounting... » 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. - Consulting expert specializing in financial and labor economics. Expertise includes: economic theory, economic valuations, securities analysis, business valuations, micro / macroeconomic theory, pension valuations, statistical analysis of employment discrimination, and forecasting interest rates and wage growth. Additional expertise includes valuing economic damages in cases of medical malpractice, loss of stock options, personal injury, employment class action litigation, wrongful death, and wrongful termination. Prior expert witness experience. Consultations, depositions... » Read Complete Profile
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Expertise Description: B.S.M.E., A.T.P. - Consulting expert specializing in Aviation Engineering. Current airline captain. Rotorcraft helicopter rating. Previous flight instructor. Engineer in MD-80 / MD-90 / DC-10 / MD-11 certification / Flight Test programs. Aviation accident investigation / reconstruction. Commercial, corporate, charter, cargo, military, general, and experimental aviation. System / powerplant malfunctions, operational issues, maintenance / mechanical issues, component design / failure, regulatory issues, human factors, airports / airfields, ATC issues, aircraft... » 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: Ph.D., C.P.A. - Over 20 years experience bringing a wealth of economics, finance, technical IT, statistical, and accounting knowledge to bear in solving project management, security, insurance, and economic valuation problems. Certified Public Accountant and specialist in forensics, risk, and IT applications. Licensed in Illinois. Renowned expert on Internet marketing, search engine strategy, and the economics of electronic markets. Specialist in computer implementation of advanced trading, finance, risk, and marketing... » Read Complete Profile
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Expertise Description: Retired experimental test pilot. Mechanical engineer. Aircraft investigation and causal analysis. Covers airlines, general aviation, and military accidents. Investigations based upon engineering and scientific basis, operational factors, human factors, aircraft certification and statutory compliance under FARs, strict products liability, and aircrew standard of care. Piloting experience extends over 30 years and 10,000 flight hours. Flew as: engineering test pilot in both US Air Force and for McDonnell Douglas; current airline... » Read Complete Profile
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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.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: B.S., M.B.A., C.P.A. - Certified Public Accountant (C.P.A.) and finance expert with experience in insurance and financial operations of multi-million dollar, international companies. Insurance expertise includes: aviation / casualty / property insurance; reinsurance; and underwriting. Financial expertise includes: acquisitions / divestitures / mergers; auditing; financial planning / reporting; human resources (performance measurement, executive compensation, pensions); marketing; medical technologies; merchant banking; risk management; and venture capital investing. International business experience. Expert... » 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

Disciplines And Expertise Index

Expert Witnesses, Consultants and Litigation Support Consultants by State