Erisa Expert Witness Listings

Welcome to our Erisa experts directory. Browse the profiles below to find the right expert witness in Erisa for your case. Our SEAK Expert Witness Database is always free to search.

SEAK, Inc. is The Expert Witness Training Company. We have trained thousands of expert witnesses, through our seminars, on-site corporate training, assisting retaining counsel to prepare their witnesses, and one-on-one training for individual experts. For additional information please visit testifyingtraining.com

Unable to find the right expert? For personalized assistance in locating an expert witness, please click here.

Howard J. Goldfarb, MA, CRC Goldfarb & Assoc.

S. Pasadena, California
Employment Expert Witness, Vocational Rehabilitation Expert Witness - Forensic Employability Evaluations, Long Term Disability, Long Term Disability Denials, Employment Law, Workers’ Compensation, Sexual Abuse, Wrongful Termination, Earning Capacity Evaluations, ERISA, FEHA, Divorce, Job Placement, Job Analysis, Human Resources, Marriage Dissolution
Owner of vocational rehabilitation consulting firm. Interviews and evaluates clients to determine feasibility of services. Performs One-on-One Vocational Counseling and Planning utilizing transferable skills. Performs Direct Job Seeking Skills as well as Vocational Placement. Administers and interprets vocational aptitude, interest and achievement testing. Provides Job Analyses, Labor Market Surveys and Job Seeking Skills Training. Independent Vocational Evaluator State of CA Rehab Unit, Division of Industrial Accidents. Provides Testimony as a Vocational Rehabilitation and Employability Consultant in Personal Injury, Third Party Litigation, Wrongful Termination, Harassment, Abuse, ERISA as well as Federal Railroad matters. Performs Earning Capacity Evaluations. Vocational Consultant involved in Employability Assessments for Marriage Dissolution matters. Testifies as Vocational Expert for the Social Security Administration, Office of Disability Adjudication and Review.
Click for Full Listing and Contact Info

Arthur B Kagan A | K Actuarial and Pension Services

Woodland Hills, California
Actuarial Expert Witness, Insurance Expert Witness - Actuary, Pension Profit Sharing 401k retirement Plans, ERISA, IRS/DOL/PBGC violations & compliance, audits, pension review & consulting, pension loss, marital dissolution & QDRO review, employee benefits, injury, death, disability, life estate & remainder trust values, insurance and annuities.
Professional affiliations include F.S.A, Fellow Society of Actuaries (highest education for an actuary), E. A. Enrolled Actuary, M. A. A. A Member American Academy of Actuaries, ASPPA American Society of Pension Professionals and Actuaries, NIPA National Institute of Pension Administrators, and past affiliation as F. C. A. Fellow of Conference of Consulting Actuaries. Prior Board Member for Conference of Consulting Actuaries and NIPA. Authored several articles early in career on the growing trend of 401k Plans to replace traditional Pension Plans. Implemented one of the early Cash Balance Pension Plans for large law firm; expanded to over 100 Cash Balance Pension Plans. Worked closely with ERISA and client attorneys on client issues; frequently utilized research service of ERISA attorney firm. Presented many seminars on recent developments in pension plan industry and creative plan design to Desert Estate Planning Council, California CPA Society, AXA Advisors and various...
Click for Full Listing and Contact Info

Daniel M Reser, JD Fiduciary Services, Inc.

San Rafael, California
Financial Expert Witness - Independent Fiduciary, Corporate Retirement Plans, ERISA, ESOP, Trusts, Benefits, Mergers, Acquisitions, Valuation
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 ...
Click for Full Listing and Contact Info

William Fender, CPA, J.D., MBA, AIFA, RF Innovest Portfolio Solutions LLC

Denver, Colorado
Securities & Investments Expert Witness - Fiduciary duties, trusts and estates, Uniform Prudent Investor Act, trustees, trust beneficiaries, suitability, modern portfolio theory, prudent investment practices, ERISA, damage calculations, investment advisers, diversification
Professional certifications and credentials - Certified Public Accountant, attorney (inactive), Accredited Investment Fiduciary Analyst, Registered Fiduciary • Principal and Senior Investment Consultant with Innovest Portfolio Solutions LLC, an SEC registered investment adviser firm that provides investment consulting services on a fee-only basis to over $21 billion of individual, retirement plan and foundation investment portfolios pursuant to the Investment Advisers Act of 1940 (1996 to present) • Expert witness focus - Fiduciary duties and responsibilities associated with the management of investment portfolios in trusts and estates, retirement plans, individual investor portfolios and foundations • Experience includes expert reports, damage calculations and testimony with respect to trustees of private trusts (including bank trust departments), beneficiaries of private trusts, retirement plan participants, retirement plan fiduciaries, investment advisers and individual investor...
Click for Full Listing and Contact Info

Charles Yovino Global HR GRC

Sandy Springs, Georgia
Employment Expert Witness, Management Expert Witness - Fiduciary Duty, Fiduciary Standards, Breach of Fiduciary Duty, ERISA, Retirement Plans, Retirement Plan Governance, Retirement Plan Controls, Retirement Plan Risk Management, IRS/DOL/PBGC Violations & Compliance, Pension Loss, Pension Profit Sharing 401k Retirement Plans, 401k Plans, 403b Plans
I have 37-years of experience working with retirement plans on their design, administration, compliance, controls, governance, and corrections. Most of these projects have included counsel and they have often been in anticipation of litigation. I have also worked with retirement plan committees (who are generally plan fiduciaries) to help train and assist them in establishing stronger governance to meet their fiduciary responsibilities. This includes setting goals, risk management, compliance, vendor management, expense and investment oversight, avoiding and managing conflicts of interest, succession planning, improving clarity related to roles and responsibilities, transparency and other areas. I have presented, written and taught extensively on retirement plans. My work experience includes working at law firms, the IRS National Office (where I was the Employee Plan's Senior Reviewer), as a Principal at PwC, and most recently running my own firm. Currently I am also serving on the...
Click for Full Listing and Contact Info

Sharna L. Wood, Ph.D. Assess Texas

Cleburne, Texas
Neuropsychology Expert Witness, Psychology Expert Witness - Brain injury, organic brain disorders, dementia, MVC, TBI, mTBI, PTSD, disability, rehabilitation, ERISA, psychological assessment, neuropsychological assessment
Dr. Sharna Wood is a SEAK-trained consulting neuropsychologist who has independently practiced in Texas since 2009, although she has worked in assessment since 2001. Her training was primarily in the public hospital system in Fort Worth, but she experienced a wide variety of training settings, including neurocognitive rehabilitation, private practice, and rural outreach. Her professional career includes several faculty and director positions in the areas of psychology and neuropsychology. Dr. Wood’s professional affiliations include the National Alliance of Professional Providers of Psychology, where she serves on the administrative board, as events coordinator, and as associate editor of The Clinical Practitioner. She is also a member of Aerospace Medical Association, and the National Academy of Neuropsychology. Dr. Wood is currently training for boarding in medical psychology through the American Board of Medical Psychology. Dr. Wood has two practice locations: Cleburne (near Fo...
Click for Full Listing and Contact Info

You can also find Erisa Expert Witnesses in California, Colorado, Florida, Georgia, and Texas

2019 08 07 17 26 04