10 Pension Plan Expert Witnesses Found

Securities & Investments, Business Damages - Materiality of Information, Damages, Fiduciary Duty, Fraud, Hedge Funds, Insider Trading, Stock Options, Defined Benefit and Defined Contribution Pension Plans, Ponzi Scheme, Short Selling, Suitability, Business Valuation

...He was a board member for the San José pension plan from 2011-2019. From his roles as an Adjunct Professor and Investment Consultant he has proven his ability as a confident public speaker with the ability to convey technical concepts to diverse audiences. His corporate industry experience includes working at Cooper Industries (1987-1989), a Fortune 100 manufacturing company, and at Texas Instruments (1979-1985), a leading semiconductor manufacturing company. He continues to be active in the technology industry serving as an advisor to two early-stage technology companies. Mr. Dirks has provided expert witness services since 2004. From 2012 to 2017, he also provided investment consulting and expert witness services as part of Milliman, Inc., an international consulting firm. At Milliman, he was an advisor to defined benefit and defined contribution pension plans, endowments and foundations. Prior to 2004, Mr....

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

In the past 4 years I have completed about 50 expert witness cases, including personal injury, medical malpractice, wrongful death, economic damages, family law, life estates, ERISA. public pension plan participant values, insurance, annuities, disability, deferred compensation plans, and general litigation. My experience is that by providing attorneys with an expert witness report by a certified actuary, they can win larger claims for their client. I am listed on many of the expert witness directories, as well as on Google. My CV is attached. 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....

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....

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

...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....

Economics, Financial - Damage Awards; Lost Profits; Loss of Earnings; Loss of Earning Capacity; Loss of Household Services; Divorce Financial Analysis; Annuity Valuation Analysis; Marital Property Division; Pension Valuation; Loss of Employee Benefits; Damaged Employment Prospects;

...For PI, WD, and WT cases, this includes calculating the present value of damage awards for losses of earning capacity, various employee benefits, household services, and life care plan valuations as appropriate, for past and future time periods. Mr. Rosenberg is a widely recognized expert in various topics. These include discount rate methodologies to calculate damage awards, methodologies applied to medical price inflation forecasting, and pension treatment under the collateral source rule. He has been published seven times in peer-reviewed journals on topics related to this important issue, twice in the Journal of Forensic Economics, three times in The Earnings Analyst, and once in the Journal of Legal Economics. Mr. Rosenberg also has been invited to make a number of presentations to his peers and has been a chosen panel discussant at several forensic economics conferences in recent years....

Actuarial, Economics - Actuarial present values (PV), Defined benefit retirement plans, Public employee retirement plans, Divorce PV equitable distributions, Insurance life and annuity contract PV comparisons, Business PV contract calculations, Self-funded medical plan reserves, Pension plan benefit and compliance issues.

...Extensive experience in retirement plan benefit calculations, present value determinations, divorce equitable distribution of pension benefits, Valuation of life and annuity insurance illustrations, self-funded medical plan reserves. Valuation of retirement plan benefits and compliance issues, Actuarial Present Value of contracts, public employee pension plan benefits. Recent assignments included the comparison valuation of two life insurance contracts based on annual gain/loss amounts discounted to the current age of the insured, valuation of a business purchase agreement based on PV of projected annual profits and expenses discounted using select and ultimate interest rates.

Medical Management, Public Health - Health Insurance, Health Policy, Healthcare Pricing, Healthcare Delivery & Financing, Reasonable Value Analysis, Medicaid & Medicare, Affordable Care Act

...Dawson served as a pension law specialist with the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA). His responsibilities included advising senior leadership on health care and pension issues affecting ERISA-covered employee benefit plans. He also served as Special Assistant to the Deputy Assistant Secretary for the Office of Program Operations, and a trial attorney with the Office of the Solicitor in the Pension Benefits Security Division. Prior to joining EBSA, Mr. Dawson managed government relations for Financial Executives International, working with senior executives on public policy, strategic planning, and legislative strategy in health care and retirement income policy. As an associate with Health Policy Analysts, Inc., Mr. Dawson served as senior staff to the Corporate Health Care Coalition and the Employer Health Care Innovation Project....

Economics, Financial - Damage Awards; Lost Profits; Loss of Earnings; Loss of Earning Capacity; Loss of Household Services; Divorce Financial Analysis; Annuity Valuation Analysis; Marital Property Division; Pension Valuation; Loss of Employee Benefits; Damaged Employment Prospects;

...For PI, WD, and WT cases, this includes calculating the present value of damage awards for losses of earning capacity, various employee benefits, household services, and life care plan valuations as appropriate, for past and future time periods. Mr. Rosenberg is a widely recognized expert in various topics. These include discount rate methodologies to calculate damage awards, methodologies applied to medical price inflation forecasting, and pension treatment under the collateral source rule. He has been published seven times in peer-reviewed journals on topics related to this important issue, twice in the Journal of Forensic Economics, three times in The Earnings Analyst, and once in the Journal of Legal Economics. Mr. Rosenberg also has been invited to make a number of presentations to his peers and has been a chosen panel discussant at several forensic economics conferences in recent years....

Economics, Actuarial - Economic Damages, Economic Loss Valuation, Life-Care Plans Valuations, Valuation of Wrongful Death, Pension Valuation, Forensic Economics, Forensic Economist, Valuation of Personal Injury

John E. Beauzile is a Columbia University-educated actuarial analyst. He has experience working with businesses, consulting firms, and legal firms. Mr. Beauzile has submitted 800+ expert reports before the United States District Court for the Southern District of New York.

Economics, Financial - Damage Awards; Lost Profits; Loss of Earnings; Loss of Earning Capacity; Loss of Household Services; Divorce Financial Analysis; Annuity Valuation Analysis; Marital Property Division; Pension Valuation; Loss of Employee Benefits; Damaged Employment Prospects;

...For PI, WD, and WT cases, this includes calculating the present value of damage awards for losses of earning capacity, various employee benefits, household services, and life care plan valuations as appropriate, for past and future time periods. Mr. Rosenberg is a widely recognized expert in various topics. These include discount rate methodologies to calculate damage awards, methodologies applied to medical price inflation forecasting, and pension treatment under the collateral source rule. He has been published seven times in peer-reviewed journals on topics related to this important issue, twice in the Journal of Forensic Economics, three times in The Earnings Analyst, and once in the Journal of Legal Economics. Mr. Rosenberg also has been invited to make a number of presentations to his peers and has been a chosen panel discussant at several forensic economics conferences in recent years....