Expertise Description
I have over 25 years experience in Human Resources Management. My expertise includes: defined benefit plans, early retirement programs, voluntary severance programs, severance plans, pension plan conversions, consolidations, life plans, health plans, Pension Benefit Guaranty Corporation (PBGC), pensions, 401(k) plans, medical plans, Employee Retirement Income Security Act (E.R.I.S.A.) claims and appeals process, benefit claims and appeals, cash balance plans, and labor arbitration. I have more than 10 years expert witness experience.Areas of Expertise
Expert Witness
My expert witness experience includes providing Advice and Counsel on benefits, employment and labor relations issues.
Consulting Experience
My consulting services include: Designed and implemented pension plan conversions, choice and mandatory programs, for union and non-union employees; Negotiated group life and health, disability, pension and 401(k) plans with 5 unions; Established new benefit and pension/401(k) plans for acquisitions and business unit spinoffs; Financial / Accounting / Actuarial analysis and planning.
Education
| Degree | Subject | Institution | |||
|---|---|---|---|---|---|
| J.D. | Law | University of Houston | |||
| Ph.D. | Communication Studies | Minor: Statistics | University of Massachusetts | ||
| M.A. | Mass Communication | University of Massachusetts | |||
| B.A. | History | University of Massachusetts |
Licenses Certifications
| Board Certified Labor and Employment Law Specialist |
| Texas Board of Legal Specialization |
Awards & Affiliation
Primary Affiliation
Society For Human Resource Management
Partial List of Consulting Expert Witness Cases
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