Benefits Expert Witnesses

Benefits expert witnesses and consultants listed here may be able to form expert opinions, draft expert witness reports, provide expert witness testimony at deposition and/or trial as or serve as consulting (non-testifying) experts on benefits. The benefits expert witness listings on this page are typically from fields/areas of expertise such as: Chiropractic, Employment, Financial, Investigation, and Medical Coding.

Daniel M Reser, JD Fiduciary Services, Inc.

San Rafael, California
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 ...

Mary Adams, JD The Employee Relations Group

Fort Lauderdale, Florida
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...

David Boll, DC CPC PES Expert Opinions / Comprehensive Chiropractic Services

Adell, Wisconsin
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...