RETIREMENT PLAN EXPERT WITNESS CASE STUDIES

District Court Finds Multiple Actuary Expert Methodologies Reliable RETIREMENT PLAN Expert Case

…  the Labor Management Relations Act (LMRA) and the Employee Retirement Income Security Act (ERISA), both the plaintiffs and defendants …  experts to discuss the relative value of the benefit plans in question. Although each of the experts attempted to exclude the …

Financial Firm is Accused of Mismanaging 401(k) Funds RETIREMENT PLAN Expert Case

Financial Firm is Accused of Mismanaging 401(k) Funds

…  banking firm in relation to the management of several 401k plans. It was alleged that the defendant caused plan participants to pay excessive fees for administrative services that were …

Fiduciary Expert Witness Discusses Actions of Retirement Plan Sponsor RETIREMENT PLAN Expert Case

…  case involves a retirement plan sponsor who hired an adviser for the plan. The defendant worked for a …  over thirty-three years. Part of her job was to manage the retirement plan for the employees of the company. The defendant did not have …