RETIREMENT PLAN EXPERT WITNESSES

Expert Witness: E-550785
This highly-qualified expert has extensive experience in the finance industry, with his work focusing on ERISA, fiduciary duty, FINRA and suitability, retirement plans, financial technology, and wealth management. He earned his BS in economics with concentrations in international business and money, banking, and finance from the State University of New York at Fredonia. He is a chartered retirement planning coordinator and has previously held Series 7, 31, 63, and 65 ...
Expert Witness: E-012239
Expert in rapid transit accident investigation, particularly rolling equipment and motive power, event recordings, track, operations, train handling, and human performance. He retired from the National Transportation Safety Board after 22 years as an investigator-in-charge in which time he participated in 57 major accident investigations, 32 field accident investigations, 10 public hearings, 16 depositions, and 6 special studies.  He wrote 11 major accident reports, 8 ...
Expert Witness: E-008064
This expert currently serves as the Human Resources Director for a retirement home that provides continuous care to patients. She received her B.A. in Healthcare Leadership and M.A. in Organizational Leadership from Lewis University in addition to a D.B.A. in Strategy and Innovation from Capella University. She previously served as Director of Ancillary Services for Keystrokes Transcription Service where she was responsible for recruitment along with employee management. ...

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 …