2 Non Qualified Retirement Plans Expert Witnesses Found

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Arthur B Kagan, FSA, EA A | K Actuarial & Pension Services

Woodland Hills, California
Actuarial, Statistics - Actuary, Pension Plans, retirement plans, 401k plans, ERISA, IRS compliance, audits, pension consulting, life expectancy calculations, marital dissolution, employee benefits, personal injury, wrongful death, disability, loss of income, life estate values, insurance, annuities, executive plans
...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 financial advisory and CPA firms. Presented seminar on Life Insurance in Qualified Retirement Plans to Financial Planning Association of Los Angeles. President and sole owner of third party administration (TPA) and actuarial consulting firm for 26 years serving 650 plans; President and partner of prior TPA and actuarial firm serving 1400 plans....

Gary J Mevorah, ASA, EA, MSEA Gary J Mevorah, A Sole Proprietorship

Woodland Hills, California
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....