Erisa Expert Witness

Listings

Erisa 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 erisa. The erisa expert witness listings on this page are typically from fields/areas of expertise such as: Actuarial, Employment, Financial, Life Care Planning, Neuropsychology, Psychology, Securities & Investments, Statistics, and Vocational Rehabilitation.

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

S. Pasadena, California
Vocational Rehabilitation, Employment - 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.

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
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...

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 ...

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

Denver, Colorado
Securities & Investments - 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...

Silvio S. Reyes, Ph.D MTBM Global Rehabilitation

Decatur, Georgia
Vocational Rehabilitation, Life Care Planning - Personal Injury, Medical Malpractice, Workers Compensation, Long Term Disability, ERISA, Matrimonial/ Divorce, Veterans Disability, TDIU, Wrongful Death, Product Liability, Premises Liability, Automobile Accidents, Soft Tissue Injuries, Medical Cost Projections

Sharna L. Wood, Ph.D. Assess Texas

Oklahoma
Neuropsychology, Psychology - Brain injury, organic brain disorders, dementia, MVC, TBI, mTBI, PTSD, disability, rehabilitation, ERISA, psychological assessment, neuropsychological assessment, mass tort, PsyPact
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 executive board, as events coordinator, and associate editor of The Clinical Practitioner. She is also a member of Aerospace Medical Association, and the National Academy of Neuropsychology. Dr. Wood has two practice locations: Cleburne (near Fort Worth) and Longview (in east Texas), but is willing to travel to evaluate individuals who cannot travel. Although licens...

Sharna L. Wood, Ph.D. Assess Texas

Cleburne, Texas
Neuropsychology, Psychology - Brain injury, organic brain disorders, dementia, MVC, TBI, mTBI, PTSD, disability, rehabilitation, ERISA, psychological assessment, neuropsychological assessment, mass tort, PsyPact
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 executive board, as events coordinator, and associate editor of The Clinical Practitioner. She is also a member of Aerospace Medical Association, and the National Academy of Neuropsychology. Dr. Wood has two practice locations: Cleburne (near Fort Worth) and Longview (in east Texas), but is willing to travel to evaluate individuals who cannot travel. Although licens...