Pension Plans Expert Witness Listings

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

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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
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...
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Jesus D. Mattei, CFA Rockelis Partners

San Juan, Puerto Rico
Securities & Investments, Financial - Bankruptcy, Debt Restructuring, Valuation, Asset Management, FINRA, Arbitration, Mutual Funds, Municipal Bonds, Suitability, Market Manipulation, Insider Trading, Fraud, Cherry-Picking, Pension Plans, Retirement Plans, Broker Dealer, Due Diligence, Churning, Fiduciary Duty, Supervision
Over $25 billion in transactional experience including advising the Government of Puerto Rico on the largest ever municipal debt restructuring in US history. Participated actively in pivotal matters of the Puerto Rico restructuring, including litigation and mediation strategy, negotiations with creditors, and communications with national credit rating agencies. More than 15 years of experience in investment management, public financing, and banking operations. Has been portfolio manager for over 15 mutual funds and separate managed accounts with an aggregate of more than $3.5 billion in assets under management. Oversaw a $150 million open-ended investment fund structure based in Luxembourg. Experience with fund leverage program with over $4 billion in aggregate repo and commercial paper lines. CFA Charterholder, approved as FINRA Dispute Resolution Arbitrator, and previously held FINRA Series 7 and Series 66 licenses. Served as board member for entities that include: Puerto Ric...
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