Charles Yovino Expert Witness
Curriculum Vitae

Contact Information

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Specialties & Experience

General Specialties: Employment and Management

Specialty Focus: Fiduciary Duty, Fiduciary Standards, Breach of Fiduciary Duty, ERISA, Retirement Plans, Retirement Plan Governance, Retirement Plan Controls, Retirement Plan Risk Management, IRS/DOL/PBGC Violations & Compliance, Pension Loss, Pension Profit Sharing 401k Retirement Plans, 401k Plans, 403b Plans

Education: BA, Hofstra University; JD, American University Washington College of Law; LL.M. Taxation, ; , Georgetown University Law Center

Years in Practice: 37

Number of Times Deposed/Testified in Last 4 Yrs: 1


Additional Information

I have 37-years of experience working with retirement plans on their design, administration, compliance, controls, governance, and corrections. Most of these projects have included counsel and they have often been in anticipation of litigation. I have also worked with retirement plan committees (who are generally plan fiduciaries) to help train and assist them in establishing stronger governance to meet their fiduciary responsibilities. This includes setting goals, risk management, compliance, vendor management, expense and investment oversight, avoiding and managing conflicts of interest, succession planning, improving clarity related to roles and responsibilities, transparency and other areas. I have presented, written and taught extensively on retirement plans. My work experience includes working at law firms, the IRS National Office (where I was the Employee Plan's Senior Reviewer), as a Principal at PwC, and most recently running my own firm. Currently I am also serving on the IRS Advisory Council on the Tax Exempt and Government Entities (TEGE) subgroup. (The IRSAC is an advisory body for the IRS Commissioner.)