Benefits Expert Witnesses

Employment, Business Operations - Human Resources, CA Law, Harassment, Termination, Retaliation, Conflict, Resolution, Leave of Absence, ADA, FMLA, CFRA, Dispute, Hiring Practices, Salary and Compensation, Benefits, Discrimination, Training, Development, Organizational Structure, Management.

SPHR, SHRM - SCP Certification, Over 20 years focused Human Resources experience and training, in both Corporate and Creative cultures with proven results and measurable success. Working with executive teams to fulfill company cores, values and visions. Experience in CA and National Compliance. Board and advisory member in HR Community. Currently in a VPHR role. Strong experience, education and expertise in California HR Compliance and Benefits, Employee Engagement, Diversity & Inclusion, Organizational Development, Efficiencies Improvements, Recruiting and Retention, Employee Relations - Conflict & Resolution, Benefits Development & Administration, Compensation Strategies, Navigating FMLA, CFRA, PDL, LOA, ADA, EEO, OSHA and Worker’s Compensation. 25 Years Accomplished Accounting, Budgeting, Business, Payroll Processing and Management, Superior knowledge of HRIS and accounting systems, Administrative software and graphic design programs. In addition, a lifetime of learning, creat...

Actuarial, Financial - Actuary, actuarial, pension, defined benefit, lump sum, risk, cash balance, present value, future value, valuation, QDRO, divorce, enrolled actuary, benefits, accounting, expert witness, financial, mathematics, statistics, economics

Enrolled Actuary with the Joint Board for Enrollment of Actuaries Associate of the Society of Actuaries Member of the American Society of Enrolled Actuaries Expertise in the administration and compliance of qualified retirement plans. In this capacity I provide pension actuarial consulting services to third party administrators, corporate clients, small businesses, financial advisors, attorneys, CPAs and individuals. Services encompass providing expertise with regard to traditional defined benefit pension plans, cash balance plans, and defined contribution plans. Applicable functions include plan design, plan implementation, actuarial calculations, non discrimination testing, due diligence and plan resolution projects, and expert witness testimonials. I have spoken at actuarial conferences and written articles for actuarial magazines. Originally from New York, I currently reside in metro Los Angeles, California, and earned a Bachelor of Science in Mathematics from the University...

Financial - Independent Fiduciary, Corporate Retirement Plans, ERISA, ESOP, Trusts, Benefits,Mergers,Acquisitions,Valuation, Fiduciary Duty

Mr. Reser has been a corporate fiduciary for securities and reorganization transactions as well as trustee and custodian of retirement plans for over 30 years. Much of this time was as an officer of large national and international banks. Since 2003 he has served as the President of Fiduciary Services, Inc. (“FSI”), a registered investment advisor located in San Rafael, California. Mr. Reser and FSI focus on providing trustee and fiduciary services for transactions and ongoing administration related to Employee Stock Ownership Plans or ESOPs. An ESOP transaction involves purchasing company stock from business owners who are looking for an exit or liquidity plan for their businesses where the shares are placed in a trust for the employee/participants. There can be significant tax and incentive advantages for selling to and maintaining an ESOP owned company. Besides holding an undergraduate and law degree from Southern Methodist University Mr. Reser graduated from the UCLA John ...

Investigation, Employment - Certified EEOC Investigator and HR Generalist expert. Including: compensation, discrimination, wrongful discharge, background checks, classifications, retaliation, harassment, benefits, handbooks, worker’s compensation, timekeeping, severance, overtime, payroll, auditing , risk assessments

Mary is an expert investigator who conducts independent investigations for private and non-profit businesses. She has conducted hundreds of investigations involving complex workplace allegations in fortune 500, medium, small and startup companies. Mary is an Expert Witness, HR Consultant, Employment Law Expert, Certified EEOC Investigator Expert and Supreme Court Mediator. Mary has served as Mediator, to mitigate, for employer’s Equal Opportunity Commission and Title XI Claims. She is an expert in compliance of overseeing employer compliance with harassment and discrimination requirement through training, development of compliant policies and procedures and oversee employer responses and investigation of employee complaints. Mary has a Juris Doctorate degree. Prior to forming her own consulting firm, Mary worked in management level Human Resources roles, primarily in the technology industry for large and pre-ipo companies. SUMMARY OF CV – HUMAN RESOURCES AND BUSINESS ACUMEN TO B...

Chiropractic, Medical Coding - Sports Medicine, Malpractice, motor vehicle accidents, motor vehicle collisions, independent medical examinations, legal medicine, physical therapy, coding, standard of care, scope of practice, insurance fraud, benefits

Dr. Boll has extensive medicolegal experience and has been in practice since 1992. He has been retained nationwide for various cases. Dr. Boll assists numerous entities (law enforcement, law firms, insurance carriers, TPAs) as an Expert Witness, Consulting Witness, CPT and diagnostic coding issues, File Review, and Independent Medical Examinations, along with internal educational programs. He is a Certified Professional Coder (CPC) from AAPC and a Performance Enhancement Specialist (PES) from NASM. Dr. Boll has active licenses in both Wisconsin and Michigan. He continues to practice within his athletic training and conditioning facility, serving two school districts and consulting with professional racing sanctioning bodies regarding race weekend injury concerns. Dr. Boll was a former Chiropractic Services Director for an insurance company, where he assisted in writing guidelines, sitting on appeals panels, and establishing internal review and claims processing measures. He is a cu...