Retirement Plans Experts
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Cash Balance Plans, Defined Contribution Plans, Employment Retirement Income Security (E.R.I.S.A.), Severance Plans, Defined Benefit Plans, Strategic Plans, Compensation Plans, Welfare Benefit Plans, Urban Planning, Life Care Planning, Business Plan, Planning, Life Care Planning Present Value Cost Assessment, Media Plan, Land Use Planning / Organization
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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: 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: 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: 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: B.A. - Consulting expert specializing in forensic economics with an emphasis in preparing and analyzing financial and economic data, economic damages calculations, consulting services and reports in support of litigation. Expertise includes: preparing quantitative and qualitative analyses, memos and expert reports, personal injury, care costs and life-care plans, wrongful-death, wrongful termination, Jones Act, FELA, intellectual property, and commercial damages. Prior expert witness experience. Consultations, depositions and courtroom testimony... » 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: 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: 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
